Intra-governmental Transactions

Working Group (ITWG)

February 14, 2023
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Today’s Agenda

• Tentative ITWG Schedule

• Program Updates

• Release 5.1 

• Post-Mandate Enhancement Timeline

• What’s Next After R5.1

• G-Invoicing Release Roadmap

• Treasury SSO Accounts

• Treasury Support Center

• Office Hours

• Survey Results
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Tentative ITWG Schedule

 Dec 13 – Program Updates, FAST Book Update, R5.0, 7600EZ, Adv PPQ & Order 

Upload Previews, R5.1 Work Underway, Orders/Performance Whitelist Data 

Cleanse, 2023 Application User Recertification, Treasury SSO Accounts, Office 

Hours, Reference Materials

 Jan 10 – Program Updates, R5.0, R5.0 Live Demo, R5.1 Work Underway, 

Orders/Performance Data Cleanse, Production Statistics, Proposed Changes to 

IPAC Timeline & Scorecard Metric, 2023 User Recertification, Treasury SSO 

Accounts, Office Hours, Survey Questions, Reference Materials

 Feb 14 – Program Updates, R5.1, Post-Mandate Enhancement Timeline, What’s 

Next After R5.1, G-Invoicing Release Roadmap, Treasury SSO Accounts, TSC, 

Office Hours, Jan Survey Results

Planned Dates: March 14, April 11, May 9

Future Topics:

• Post-mandate enhancements

2-3:30 pm ET
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Program Updates

• Q2 FY23 Implementation Plans are due to Treasury by March 31st

‒ These submissions will be reflected on your Q2 Scorecard

‒ Please ensure that the correct Agency G-Invoicing POCs are captured on 

your quarterly Attachment A submissions

‒ Reminder: Pull templates from G-Invoicing webpage each quarter to 

ensure you are submitting the most up-to-date versions

• https://www.fiscal.treasury.gov/g-invoice/training.html

• Trading Partner Directory and POC Listing on OMB Max updated 

to reflect Q1 FY23 submissions

‒ Q1 FY23 Implementation Plans & Attachments A/B are also on OMB Max

‒ Agency updates since the previous TPD publication captured in Red font

‒ https://community.max.gov/display/CrossAgencyExternal/Bureau+of+the+

Fiscal+Service+G-Invoicing
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Program Updates Continued

• G-Invoicing R5.0 will be deployed to Production (Feb 16th) and 

QA-C (Feb 24th) 

‒ Key functionality included: 7600EZ, Constructive Order Acceptance Phase 

I of II (turned off in Prod), Order Upload, Date & Time Standardization 

(ET), Advance PPQ, Improved User API Performance, Item Code 

Validation (UI Only)

• Changes to IPAC Timeline & Scorecard Template for Q2 FY23

‒ Proposed changes presented during January’s ITWG are being 

implemented

• Appendix Slides 17 - 18

‒ TFM Bulletin expected in the next few months to update our policy

‒ The second phase of the G-Invoicing mandate is NOT changing

• Agencies are still expected to have their In-Flight Orders converted to G-Invoicing 

by October 1, 2023, in accordance with the TFM
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Program Updates Continued

• G-Invoicing Webpage Updates

‒ Newly Revised Order Upload File Template published on 1/31/23

• Updates include Order Originator (now required), Order Status (optional), some 

minor formatting changes and there’s no longer a requirement to have Performance 

Manager role for PPQ

• https://www.fiscal.treasury.gov/g-invoice/resources.html#learnmore

‒ Located under the Additional Information section 
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Release 5.1

• Allow only printable ASCII characters on Orders and Performance

‒ Validation added to the UI on all Order & Performance free-form fields

‒ Validation added to the Order & Performance APIs

‒ Cleanup effort on existing data

• New Order & Performance APIs to support JSON

‒ Supports all existing Order and Performance functionality 

‒ Order enhancement: Constructive Order Acceptance (COA)

• Seller-Facilitated Order (SFO) that allows the Seller to provide all required Order fields on 

behalf of Buyer

• Order Approval will automatically process after 7 calendar days once an Order is moved to 

Shared with Requesting Agency or Shared with Partner 2 (SP2) status 

• COA will be limited to GSA Rent activity only for R5.1

‒ Additional conversations need to be held to determine if it will be available more broadly

‒ Performance enhancement: Allows Advanced Previously Paid Quantities (PPQs) for Inflight Orders (IFO) through your ERP system

• Copy Invoice functionality added for 7600EZ

• R5.1 deployment planned for Summer 2023
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• The following enhancements are high priority following the mandate based 

on Agency requests. These enhancements will also require further ERP 

integration changes:

Post-Mandate Enhancement Timeline

• Note: Fiscal Service will continue to collaborate with ERP Vendors on 

establishing timelines for ERP Development. 

Enhancement

G-Invoicing 

Development 

Completed

Available in 

Production

Release 

Number

Agency 

Implementation 

Date, if Required

**7600-EZ (Low Dollar Purchases) *Q1 FY2023 Q2 FY2023 5.0 Q1 FY2024

**Constructive Order Acceptance (GSA 

Rent)

*Q2 FY2023 Q3 FY2023 5.1 Q1 FY2025

**Enhanced Order Modification 

Functionality

*Q1 FY2024 Q2 FY2024 TBD N/A

In-Flight Order Upload Tool for the User 

Interface

*Q1 FY2023 Q2 FY2023 5.0 N/A

*Targeted Dates for Development Completion. Deployment to Production is expected to occur the quarter following.

**Both Trading Partners must enable Feature Flags to use this Functionality.

Note: Specifications for each enhancement published Q2 FY2022.
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• Enhanced Order Modification Capabilities

– Performance during an Order Modification

• Allow Performance to be reported while previously open Order is being modified

• Currently, all Performance is stopped while an Order isn’t in an Open state

– Order Revert

• Allows both trading partners to revert the Order back to its previously approved state 

when abandoning a proposed modification

• Eliminates the need to reapprove the Order to get it back to its previously approved 

state

– Bi-directional Order Modification

• Allow either trading partner to initiate an Order Modification

• Currently, only Partner 1 may initiate Order Modifications

• Finish Strategic UI Reorganization Work

– Rearchitecting the G-Invoicing User Interface (UI) will accelerate time to 

market with new features and enhancements, ensure Accessibility 

compliance and improve consistency of the UI and User Experience

What’s Next After R5.1
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Additional releases will be added as planning occurs for future Program Increments. The following link can 

be used to reference the Services Quick Reference Guide for additional information regarding the versions 

of Application Program Interface (API), XML, specifications, Federal Intragovernmental Data Standards 

(FIDS) and System Mapping & Validation Rules (SM&VR) supported by each release.

G-Invoicing Release Roadmap

Q1

2022 2023 2024

G-Invoicing Releases

G-Invoicing Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

R4.4

(Enhancements) 

R4.5

(Post-Mandate Phase One) 

R4.6/ R4.6.1  

R5.0 X

R5.1 X

R(A) X

Agency 

Implementation 1 2

All timelines are tentative and based on known requirements as of January 2022

“X” denotes targeted quarter for deployment

1 = Implementation date mandated for new orders with a performance period beginning 

October 1, 2022 or later.

2 = Implementation date mandated for all orders with a period of performance extending 

beyond September 30, 2023.

Calendar Year R4.4 (03/03/2022) – GT&C Workflow by 

OrgGroup, new Performance Reporting, and 

general enhancements

R4.5 (Release 06/30/2022) – Phase one of new Order 

Upload and 7600EZ capabilities, plus infrastructure for 

Treasury and federal agencies to declare readiness to 

use new features.

R4.6/R4.6.1 (Released 09/15/2022 & 11/03/2022) –

Phase II Order Upload and 7600EZ capabilities, ATB 

Summary Report, limited storage of non-printable 

characters on GT&Cs, and application stability and 

performance enhancements.

R5.0 (Target 02/16/2023) – Post-mandate functionality 

for 7600EZ capabilities, Order Upload and advanced 

Pre-Paid Performance Quantity (PPQ) for IFO, and 

Feature Management and Feature reports. 

Enhancements to the User Interface include improved 

date and time handling and Product Service Code (PSC 

- Item Code) validation.

R5.1 (Target Q2/2023) – Limit non-printable characters 

on Orders and Performance to 

support Vendor integration, Constructive Order 

Acceptance available through new JSON APIs for 

Orders and Performance, and 7600 EZ copy

invoice functionality

R(A) (Tentative Target Q2/2024) – Feature candidates 

include Enhanced Order Modification, Enhanced GT&C 

Modification, User Interface enhancements, or other 

post-mandate features - to be prioritized.
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Treasury Single Sign On (SSO) Accounts

• Users are strongly encouraged to link their PIV-I/CAC cards to their Treasury

SSO accounts to access G-Invoicing by the end of 2022.

• The Treasury Support Center continues to send reminder emails encouraging

users to link their PIV-I/CAC cards in support of Executive Order 14028 - no

enforcement date has been issued.

On May 12, 2021, Executive Order 14028 on Improving the Nation’s Cybersecurity was issued, requiring agencies to meet or 

exceed the cybersecurity provisions of the EO. Section 3 of the order states that within 180 days of the date of this order 

agencies shall adopt multi-factor authentication to the maximum extent consistent with Federal records laws and other 

applicable laws.

• Communication Update: The migration of Fiscal Accounting Applications to

Multifactor Authentication is scheduled to begin in 2023. Following the migration,

multifactor will be enforced and you will no longer be able to authenticate your

Single-Sign On account using your User ID/Password. If you do not have a PIVI/CAC card, additional information will be disseminated to users of each

application regarding next steps.

• Instructions for linking your PIV-I or CAC can

be found here

• Select “Login with Your PIV” on the login page
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Treasury Support Center (TSC)

• The Treasury Support Center is able to manage and escalate all G-Invoicing 

requests/issues to the appropriate support teams including the following:

‒ Enrolling in G-Invoicing

‒ Access Questions

‒ Resetting your Password

• Due to the large volume of agency requests/issues received through various email boxes 

and contacts, we are encouraging all G-Invoicing issues/requests to be escalated through 

the Treasury Support Center via email GInvoicing@stls.frb.org or via phone 1-877-440-

9476. 

‒ This process will ensure all requests/issues are routed to the appropriate support staff and reviewed in a 

timely manner. If the request/issue is of high urgency, please call the Treasury Support Center and 

request an immediate escalation.

‒ The Treasury Support Contact information can be found on the Fiscal Service website: 

https://www.fiscal.treasury.gov/g-invoice/contact.html

‒ Agencies should refer to 

OMB Max if they need 

help identifying their 

Master/User Admins

‒ G-Invoicing features & functionality

‒ G-Invoicing application errors & issues
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Office Hours

• G-Invoicing Program conducts virtual Office Hours sessions twice monthly where we host 

targeted discussions as well as “open-mic” styled discussions

• Future Topics Include:

‒ Order Upload Demo (Jan 24th)

‒ 7600EZ Demo (Feb 7th) 

‒ Feature Management Demo (Feb 21st)

‒ Operational Support (March 7th)

‒ Trading Partner Spotlight: Providing Agencies a platform to discuss their G-Invoicing implementation approach with trading 

partners 

Note: If Agencies would like to volunteer for a Trading 

Partner Spotlight session, please reach out to 

IGT@fiscal.treasury.gov

• Register for Office Hours here: 

https://fiscal.treasury.gov/training/ginvoicing-office-hours.html

• Office Hours topics will now be listed next to the 

date/time on the Registration Page
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Survey Results

1. Does your agency plan to negotiate with your Trading Partner to 

utilize Constructive Order Acceptance (COA) for any business line 

activity outside of GSA Rent? If yes, please provide which trading 

partner(s) and business line(s) you anticipate using this functionality.

‒ Only one response received indicating Yes

Note: Based on the survey results, we’ll be limiting COA to GSA Rent 

activity only with R5.1. Additional conversations need to be held to 

determine if it will be available more broadly following that release. 
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G-Invoicing Program Contacts

For IGT Program Management and Agency Outreach Support

Andy Morris

Manager, Intragovernmental Transaction & Reconciliation Branch (ITRB)

Bureau of the Fiscal Service – Fiscal Accounting

Andrew.R.Morris@fiscal.treasury.gov

Jeff Board

G-Invoicing Product Owner, ITRB

Bureau of the Fiscal Service – Fiscal Accounting

Jeffrey.Board@fiscal.treasury.gov

Keith Jarboe

IGT Agency Outreach, Engagement & Onboarding

Bureau of the Fiscal Service – Fiscal Accounting

Keith.Jarboe@fiscal.treasury.gov

For Intragovernmental Transactions Working Group Information

IGT@fiscal.treasury.gov

https://www.fiscal.treasury.gov/g-invoice/

For G-Invoicing Application Support

GInvoicing@stls.frb.org

1-877-440-9476
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Appendix

• Proposed Changes to IPAC Timeline & Scorecard Metric (Slides 

17 - 18)

• Connecting With Your Trading Partners (Slide 19)

• Knowledge and Training Offerings (Slides 20 - 22)

• Commonly Referenced Resources (Slide 23)

• Reference Materials (Slide 24)
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Proposed Timeline and Steps 

Delay IPAC Control

• October 2023 – The new IPAC data element becomes required for the Bulk File.

• Delays the removal of Buy/Sell option for both the IPAC User Interface and IPAC 

Bulk File until October 2025 (Fiscal Year 2026).

December 2021

• New data element 

available as 

optional in IPAC.

October 2022

• New data element 

required in the 

IPAC User 

Interface, optional 

in IPAC Bulk File.

October 2023

• New data element 

required in IPAC 

Bulk File

*October 2025

• Removal of 

Buy/Sell option for 

both the IPAC User 

Interface and IPAC 

Bulk File.
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Proposed Template and Approach

Remove Compliance Threshold from IGT Scorecard

• Continues to measure G-Invoicing progress but removes the determination of 

Fully Compliant, Partially Compliant, or Non-Compliant.

• Removes the stoplight (green, yellow, and red) ratings.
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Connecting With Your Trading Partners

• Staying up to date on your Partners’ progress is key to your own success in 

transitioning your IGT Buy/Sell activity to G-Invoicing

• Fiscal Service provides several utilities to facilitate effective communication with your 

Partners to gain an understanding of their implementation approach and timeline 

• G-Invoicing’s OMB Max page contains data 

related to each Agency’s Implementation 

Status including the following:

‒ Implementation Plans for Significant 

Reporting Entities who receive IGT 

Scorecards 

‒ Trading Partner Directory which displays 

enrollment status and transaction 

processing readiness by Implementation 

Entity

‒ Visit our OMB Max site to access these 

resources: 

https://community.max.gov/x/szd0ZQ
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Knowledge and Training Offerings

G-Invoicing Learning Opportunities

• Our Agency Implementation Team hosts a variety of training options.

• Independent Training Resources including pre-recorded G-Invoicing training 

videos are available through the G-Invoicing website: 

https://www.fiscal.treasury.gov/g-invoice/training.html
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Knowledge and Training Offerings Cont.

• Register for Webinar-based Training and access to On-Demand Financial Management Training Videos 

here: https://www.fiscal.treasury.gov/training/

• For your awareness, there are User and Admin Guides available within G-Invoicing, under the Help 

dropdown for you to reference as well.
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You’re Not Alone – We’re Here To Help

Agency Implementation Team (AIT)

• Education

‒ Business Process Walkthroughs

‒ Application Demos

‒ User Training

• Account Establishment

• Enrollment Assistance

• Production Support

• Assistance with Agency-Led Implementation Team

Engagement | Outreach | Support
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Resource Name Purpose Located?

Trading Partner Directory Look up trading partner G-Invoicing 

status and points of contact

OMB Max 

https://community.max.gov/x/szd0ZQ

G-Invoicing User Guide

General purpose resource for GInvoicing resource. Includes detailed 

walk-throughs for using various 

application features

Within G-Invoicing under the “Help 

Menu”

G-Invoicing Administrator Guide

Resource for G-Invoicing users with 

administrator roles. Includes detailed 

walk-throughs for administrator only 

features 

Within G-Invoicing under the “Help 

Menu” 

G-Invoicing Self Paced Learning Videos Recorded demonstrations and walkthroughs for G-Invoicing features

In the Training section of the Fiscal 

Service G-Invoicing page. 

G-Invoicing: Training (treasury.gov)

G-Invoicing Instructor Led Webinars

Instructor led webinars held weekly the 

focuses on brokering documents in GInvoicing and will include advanced 

features post R5.0

Bureau of the Fiscal Service - Training 

(treasury.gov)

Treasury Support Center Help Desk to assist with G-Invoicing 

issues

GInvoicing@stls.frb.org

1-877-440-9476 

Available Monday through Friday, 

7:00am through 8:00pm (Eastern)

Commonly Referenced Resources
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Reference Materials

The Mandate

• Mandated that all Federal Program Agencies (FPAs) who process IGT Buy/Sell 

transactions must implement G-Invoicing 

https://tfm.fiscal.treasury.gov/v1/p2/c470.html

• TFM Bulletin 2022-03 (Published December 14, 2021) – Defined the 

Monitoring and Enforcement metrics for G-Invoicing Mandate Compliance 

https://tfm.fiscal.treasury.gov/content/tfm/v1/bull/22-03.html

Program Guide

• Provides guidance regarding proper accounting treatment for IGT Buy/Sell 

transactions processed through G-Invoicing 

https://www.fiscal.treasury.gov/ussgl/resources-g-invoicing-program-guide.html

System Integration Guide

• Details how FPAs may utilize automated data exchanges to communicate IGT 

Buy/Sell activities to/from G-Invoicing 

https://fiscal.treasury.gov/files/g-invoice/g-invoicing-system-integration-guidev1.1.pdf

Rules of Engagement

• Outlines protocol for Trading Partner interaction in support of transitioning IGT 

Buy/Sell business processes to G-Invoicing

https://www.fiscal.treasury.gov/files/g-invoice/g-invoicing-rules-of-engagement.pdf

OMB Max

• Access to the Trading Partner Directory and Agency Implementation Plans

https://community.max.gov/display/CrossAgencyExternal/Bureau+of+the+Fiscal+Service+GInvoicing

Federal Intra-governmental Data Standards (FIDS)

• Defines the data attributes and the system mapping & validation rules for the 

new IGT Buy/Sell data standard which is implemented through G-Invoicing.

https://fiscal.treasury.gov/g-invoice/resources.html#standards

Policy: 

TFM Chapter 4700 – Appendix 8

Published:

November 2022 (Updated Annually)

Guidance: 

G-Invoicing Program Guide for 

Basic Accounting and Reporting

Published:

August 2022

G-Invoicing System Integration 

Guide

Revised:

March 2021

G-Invoicing Rules of Engagement

Revised:

January 2022