G-Invoicing Newsletter

Get Organized for 2020 with G-Invoicing Release 3.0!

Tired of looking through those overflowing file drawers for documentation on 

what an IPAC is for? Do you find yourself scratching your head on why funds 

were collected from your Agency Location Code (ALC)? Well get organized for 

2020. In October 2019, G-Invoicing released 3.0 which completes the lifecycle 

for IGT Buy/Sell transactions. No more needing to log into IPAC. As you negotiate your orders with Trading 

Partners, selecting freight on board (FOB) source will automatically generate the settlement transaction to 

IPAC based on the “Delivered/Performed” Performance transactions submitted by the Seller. As the Buyer, you 

can have a say in things by negotiating FOB destination on the Order. With this option, the settlement 

transaction will be automatically generated based on the “Received/Accepted” transaction submitted by the 

Buyer. If the Buyer doesn’t respond within the “constructive receipt” days negotiated on the Order, then GInvoicing will automatically generate a “Received/Accepted” Performance transaction kicking off settlement to 

IPAC. So clean out those file drawers and get ready to store things electronically! 

Before a Performance transaction can be submitted, a GT&C must be approved by both Trading Partners and 

be “Open for Orders” as well as an Order being approved by both Trading Partners and in “Open” status. As 

you know by now, many Orders can be placed under a single GT&C as long as the terms and conditions apply 

to the Orders and represent IGT Buy/Sell transactions being conducted between the Buyer and Seller’s noted 

on the GT&C. Within G-Invoicing, an Order is initiated by the Buyer and can be accepted or rejected by the 

Seller. The Seller is responsible for adding their data such as standard line of accounting information.

So to recap, funds settlement will occur upon completion of the Performance transaction. G-Invoicing will 

create settlement to IPAC for the agencies and you will no longer need to use the IPAC system to manually 

create settlement via the user interface or bulk files. Once fund settlement occurs, G-Invoicing will receive the 

remittance advice from the IPAC system and this will be available for agencies to download. Both the 

Requesting and Servicing Agency must agree upon the FOB Point at the Order header level. The selection of 

Source/Destination/Other will determine which Performance transaction will initiate fund settlement. So 

here’s the process in a nutshell:

Freight On Board (FOB) Options:

• Source - Fund settlement is initiated by the Servicing Agency’s Performance transaction when Performance 

Type is “Delivered/Performed”

• Destination - Fund settlement is initiated by the Requesting Agency’s Performance transaction when 

Performance Type is “Received/Accepted” or after the constructive receipt days, previously agreed upon at 

the Order level, have expired

• Other - Same as Destination

Our Agency Implementation Team (AIT) is actively supporting end-user training, account set-up, and Agency 

focus group discussions in support of onboarding activities to the G-Invoicing system. For additional 

information regarding the G-Invoicing Program please visit our website at:

https://www.fiscal.treasury.gov/fsservices/gov/acctg/g_invoice/g_invoice_home.htm.

Issue 7 | January 2020

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G-Invoicing Newsletter

And the Survey Says...

Results are in! Based on feedback regarding challenges noted by agencies in their GInvoicing Implementation Plans, the G-Invoicing Program solicited further input from 

the agencies who collectively make up over 90% of IGT Buy/Sell activity in GTAS and IPAC. Below is a summary 

of decisions Treasury has made as a result:

Mandate & “In-Flight” Orders 

• Treasury is reevaluating the current June 30, 2021 implementation date based on the Agency feedback, as 

well as the recently approved, additional work that we plan to build into G-Invoicing.

• In-flight Orders are an area of major concern for agencies and Treasury will be having discussions with 

agencies and software providers to best determine how to migrate these Orders when the time comes.

Workflow & Seller Initiated Orders 

• A majority of surveyed agencies felt strongly that workflow should be available for GT&Cs to support 

additional levels of approval and some customization. In some cases, agencies noted this as a significant 

roadblock in the G-Invoicing Agency Plans as well. Treasury will pursue the addition of workflow for 

agreements prior to the mandate.

• A majority of surveyed agencies had significant support for Seller-Initiated Orders. Treasury approved the 

addition of this functionality which will allow the Servicing Agency to initiate an Order. Design of this 

process will be vetted with the Intragovernmental Transaction Working Group (ITWG) and software 

providers in the coming months.

Low Dollar Purchases 

• The G-Invoicing Program organized a group of agencies who noted low dollar purchases as a significant 

obstacle to implementing G-Invoicing. This group of stakeholders will determine if the current G-Invoicing 

requirements should be used for processing these types of transaction or if an alternate streamlined 

process should be developed in G-Invoicing. Recommendations from this effort will be vetted with the 

ITWG and software providers. 

Deferred Payments (Exchange of accrual information) 

• Treasury will be solidifying decisions in the next month regarding deferred payment functionality within GInvoicing. Treasury is obtaining final feedback from Agencies and software providers. Ultimately, the goal is 

to provide agencies the functionality to exchange work performed but not billed to ensure accurate accrual 

accounting.

Authoritative Source 

• G-Invoicing will undergo a SSAE 18 Audit and pursue being the authoritative source for intragovernmental 

agreements in alignment with the mandate date.

In the upcoming months, Treasury will be providing updates on these additional changes and enhancements 

through the ITWG. Finally, Treasury would like to thank agencies for all of their efforts in submitting plans and 

challenges associated with G-Invoicing. While additional changes require more flexibility and further change 

management, Treasury has heard the needs of agencies, values that feedback, and is acting upon it. 

Issue 7 | January 2020

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G-Invoicing Newsletter

”A few additions for the new year – Update on FIDS changes”

The G-Invoicing Technical Expert Working Group was established to negotiate the interagency assisted 

acquisition alignment and updates to the Office of Management and Budget (OMB) memorandum, Federal 

Acquisition Regulation (FAR) 17.5, and Treasury Federal Intragovernmental Data Standards (FIDS). OMB 

facilitated these discussions over a 9-month period with procurement technical experts and Treasury 

technical experts. Thirty-two data elements from the OMB memorandum were reviewed. Gaps were 

identified during this review between the OMB policy and the G-Invoicing FIDS.

To resolve these identified gaps, recommended solutions were discussed that would improve the alignment 

of these policies. G-Invoicing has agreed to update the FIDS to include Requesting Agency Funding Agency 

Code and Requesting Agency Funding Office Code. G-Invoicing has also agreed to update a few definitions 

to existing data elements that would better align G-Invoicing with OMB guidance. OMB guidance and the 

FAR will be updated to reference the G-Invoicing FIDS. 

The other change to data standards is related to G-Invoicing’s new Organizational Model, which is being 

rolled out throughout 2020. In response to Agency feedback, Treasury will implement a new data access 

(aka, permissions) model based on the organizational structure of each Agency, as defined by each Agency. 

These organizational “groups” will be assigned to users and documents to control data access, replacing 

the existing controls by Agency location code (ALC), business unit, cost center and department ID. Data 

elements for organizational Groups were proposed at the January ITWG meeting. New application program 

interfaces (APIs) will be developed to provide organizational data to Agency systems so that each IGT 

Buy/Sell order may be assigned to a Group. This change will allow for more efficient administering of 

access to users and documents, especially in cases of broad interagency agreements.

20/20 Vision – A Clear View of Your Software Providers Implementation Plans Is 

Now Available

Happy New Year and welcome to 2020, a year where the G-Invoicing Program 

will continue partnering with your Agency to ensure clear focus is placed on 

your implementation efforts to transition your IGT Buy/Sell activity into the new

G-Invoicing Solution. 2019 was a very busy year, filled with System Releases, 

Policy publications, and a wealth of information submitted to us via Agency G-Invoicing Implementation Plans 

which have caused our Program Team to begin developing solutions to address the challenges our stakeholders 

are facing. This flurry of activity has likely added a bit of fuzziness to your vision of the G-Invoicing Program, 

especially in the realm of how your software provider is planning to upgrade their offerings to meet your 

requirements. Realizing this, our Program Team has committed in 2020, to restoring your vision to “20/20”, 

when it comes to better understanding the status of your software provider’s efforts.

As we have continued to push forward with the development of G-Invoicing, we have worked diligently to 

ensure our approach remains transparent to the software provider’s representatives. In 2020, we will be 

placing increased importance on both continuing our efforts with the software providers, and also in providing 

more visibility into these activities with the collective IGT Buy/Sell stakeholder community.

Issue 7 | January 2020

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20/20 Vision – A Clear View of Your Software Providers Implementation Plans Is 

Now Available” continued

Our Program Team engages with the Software Provider Community and their Federal Program Stakeholders 

through a variety of avenues. These include:

• Financial Management Standards Committee (FMSC) – ERP Vendor Specific Working Groups – There are 

three FMSC Sub-Groups aligned to CGI, Oracle and SAP. Each of these initiatives is designed to allow 

Vendor customers to align their voices in conveying requirements and challenges relating to the 

respective systems.

• ERP Vendor Sponsored Working Groups – We fully support the various User Group forums which are 

chaired by each of the ERP Providers. Our Program Team often plays a role in presenting information at 

these regularly scheduled events and supporting any discussions relating to the G-Invoicing initiative.

• Executive Level Touchpoints with Software Providers – In response to challenges communicated by 

Agencies through their G-Invoicing Implementation Plans, Treasury Executive Leadership has increased 

their level of direct engagement with the software providers to ensure prioritization is being placed on 

providing timely, cost efficient enhancements in support of the G-Invoicing Implementation Mandate.

The results of these efforts have led to the establishment of open communication channels relating to each 

software provider offering, and stronger partnerships at both the working and Executive levels. 

In January, we introduced a new section to the G-Invoicing Website for sharing updates regarding software 

provider efforts to enhance their solutions for G-Invoicing. https://www.fiscal.treasury.gov/ginvoice/resources.html#timelines. The information is provided by each provider and will be updated on at 

least a quarterly basis. References to each provider’s websites are noted along with points of contact 

should you need to touch base with them directly for additional information. Resources who can help to 

get you involved with the FMSC Subgroups are also provided.

We hope this new feature to our Program website will provide users with clearer vision regarding the status 

and plans of their software provider’s activity. We’ll continue to look for more ways to improve the overall 

transparency of our efforts. Thank you for your continued support of the G-Invoicing Program.

Keeping Tabs on Your Trading Partners

The time has come for you and your trading partners to keep tabs on each other’s plans and progress 

towards G-Invoicing implementation. Yes! Be that nosy partner! Staying up to date on your partners’ 

progress is key to your own success in transitioning your IGT Buy/Sell activity to G-Invoicing. You can’t be 

successful without your trading partners and they can’t be successful without you. Like you, your trading 

partners are required to submit plans quarterly to Fiscal Service per TFM Chapter 4700 Appendix 6 and 

TFM Bulletin 2020-07. The G-Invoicing Program has collected these plans and placed them on OMB Max 

for transparent viewing and reference to all Trading Partners. They can be found here: 

https://community.max.gov/x/szd0ZQ. However, that’s a lot of data to review so there are two key tools 

available to help you stay in synch.

G-Invoicing Newsletter Issue 7 | January 2020

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Keeping Tabs on Your Trading Partners continued

The first is the G-Invoicing Implementation Plan Dashboard. We have leveraged the skills of the Fiscal 

Service Data Transparency Team in developing this dashboard which aggregates Attachment A submissions 

into a visual and sortable format. This Dashboard is also posted on the OMB MAX site. To view the 

dashboard, Users will need Tableau reader (https://www.tableau.com/products/reader) installed on their 

computers. Once Tableau Reader is installed viewers will find governmentwide G-Invoicing Implementation 

timelines, and can drill into individual Agency and Agency implementation entities for more specific 

Attachment A details. Also included are critical implementation planning details such as Federal Program 

Agency planned FM/ERP upgrades and projections for implementing GT&Cs/Orders/Performance/ 

Settlement. Bottom line, Federal Program Agencies planning their G-Invoicing implementation will find 

almost everything needed for keeping tabs on your trading partner’s implementation approach. Currently 

the dashboard shows larger Federal Program Agencies, however; the Program is working to add all 

significant entities.

While plans and data are valuable assets, nothing can replace our second recommended tool for ensuring 

close alignment with your trading partners. That tool is your own voice. Maintaining open lines of 

communication with Trading Partners is vital, and the G-Invoicing Program not only recommends it, we work 

diligently to ensure we promote and enable it through the numerous collaborative forums we support. GInvoicing requires both Trading Partners to be active in G-Invoicing to successfully broker transactions. You 

can start a GT&C on your own and wait for your Trading Partner to catch up to you. If you are having trouble 

finding who is responsible for G-Invoicing implementation at your Agency or at your Trading Partner’s 

Agency, we encourage you to leverage existing business partner relationships aligned to your current, dayto-day IGT Buy/Sell activity to ensure open lines of communication exist. The implementation status of each 

ALC can be found on the Trading Partner Directory on the OMB Max site above. The G-Invoicing Program is 

actively working to develop a comprehensive listing of IGT Buy/Sell trading partner points of contact and 

we’ll be leveraging our OMB Max site to house this data. 

Bottom line is that Federal Program Agencies can’t be successful without keeping tabs on their partners, so 

visit OMB MAX today and ensure to maintain open lines of communication!

G-Invoicing Newsletter Issue 7 | January 2020

This is the data available on 

the OMB Max Site!

https://community.max.gov/

x/szd0ZQ

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G-Invoicing Newsletter

https://www.fms.treas.gov/fmsweb/EmailSubscribeAction.do

ContactInformation

Fiscal Service G-InvoicingTeam 

IGT@Fiscal.Treasury.Gov

Federal Reserve Bank Treasury Support Center 

GInvoicing@stls.frb.org

Monday-Friday 7:00 am-8:00 pm EST 

Phone: (877) 440-9476

Fax: (314)-444-7346

Key Dates

Training Offered: Office Hours, User Training, 

Webinars: Watch Training link for registration

ITWG Meeting: Tentatively held the 2nd Tuesday of 

each month

March 31, 2020: 2nd Quarter Agency Implementation 

Plan Updates Due 

August 10-12 2020: GFMC Conference

G-Invoicing Website provides Easy Navigation 

For Locating ImportantDocuments

https://www.fiscal.treasury.gov/fsservices/gov/acctg/g_invoice/g_invoice_home.htm

• Creating and Approving a GT&C in G-Invoicing Videos

• Creating and Approving an Order in G-Invoicing Videos

• Servicing Agency Performance in G-Invoicing Videos

• Data Standards

• System Mapping & Validation Rules

• Intragovernmental Transactions Working Group (ITWG)

• Frequently Asked Questions

• G-Invoicing User Guides

• Agency Implementation Template

• Implementation Timelines for Enterprise Resource Planning & Software Providers

• Interagency Agreement (IAA) Forms

• Trading Partner Directory

• Training Opportunities

• Treasury Financial Manual

Issue 7 | January 2020

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