Intra-governmental Transactions

Working Group (ITWG)

March 12, 2024
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Today’s Agenda

• Tentative ITWG Schedule

• Program Updates

• What’s Next

• Office Hours

• February Survey Results

• Open Agency Discussion
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Tentative ITWG Schedule

Planned Dates: April 9, May 14, June 14

Future Topics:

• Post-mandate enhancements

• Executive Order 14028: Improving the Nation's Cybersecurity

2:00 -3:30 pm ET

 January 9 – Program Updates, IPAC Transaction Sub-Category Timeline, 2024 

Annual Application User Recertification, Release 7.0, Office Hours

 February 13 – Program Updates, IPAC Transaction Sub-Category Timeline, FY24 

Application User Recertification Lessons Learned, Release 7.0, What’s Next, Office 

Hours, Survey Questions, Open Agency Discussion

 March 12 – Program Updates, What’s Next, Office Hours, Feb Survey Results, Open 

Agency Discussion
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Program Updates

• Q2 FY24 Implementation Plans are due to Treasury by March 29th

‒ These submissions will be reflected on your Q2 Scorecard

‒ Please continue using newly revised Attachment A Template for Q2 FY24 submissions

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

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

quarterly Attachment A submissions

• G-Invoicing R7.0 will be deployed to Production (March 16th) and QA-C 

(March 22nd)

‒ Key functionality included: Bi-directional Order Modification, DLA 7600EZ BizApp, CAIA 

enhancements, several Order UI updates, New Org API to provide ALC Name & Number, 

Technical Framework updates, Accessibility & Cyber Security improvements and ongoing 

optimization to improve application performance, responsiveness and throughput

‒ R7.0 Overviews offered on March 12th (10:00am - 11:00am ET) & March 19th (2:00pm -

3:00pm ET)
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Program Updates

• Q1 FY24 G-Invoicing Agency Implementation Plan submissions updated on 

Connect.gov

‒ Note: Limited to CFO Act agency 

data only

• Connect.gov only supports 200 attachments 

per page (timeout/page load issue)

‒ Contact your AIT or reach out to the 

IGT@fiscal.treasury.gov mailbox if 

you need help identifying an agency 

G-Invoicing Point of Contact or would 

like to request a copy of an agency’s 

Q1 FY24 submission

‒ https://community.connect.gov/display/ 

CrossAgencyExternal/G-Invoicing+-+ 

Agency+Implementation+Plans
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Program Updates Continued

• Treasury Financial Manual (TFM) is moving to the Treasury Financial 

Experience (TFX) on 03/31/2024

‒ Lift and shift from the current TFM URL (https://tfm.fiscal.treasury.gov) to the new TFX URL 

(https://tfx.treasury.gov/)

• Action Item: Please update your bookmarks to the new TFX URL
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Program Updates Continued

• GSA Rent Customer Day: March 21, 2024 (9:00am - 1:00pm ET)

‒ A formal invitation was sent by GSA to their Rent Trading Partners

‒ Hybrid Meeting with In-Person and Virtual options

‒ The Meeting Agenda and an FAQ document will be provided by GSA this week

‒ For questions or additional information, please contact GSA directly at ginvoicing.rent@gsa.gov

• G-Invoicing Webpage Updates

‒ Removed the CAIA Onboarding Guide PDF on 02/12/2024

• That information is now contained in the Admin/User Guides

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

‒ Removed the Getting help with log-ins and passwords FAQs on 02/12/2024

• User Admin is unable to re-enable an account

• This is now a two-step process within SailPoint (single-sign on account) and the account in G-Invoicing

‒ https://www.fiscal.treasury.gov/g-invoice/faqs.html
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Program Updates Continued

• G-Invoicing Webpage Updates Continued

‒ Completed some necessary content updates to the Enrolling in G-Invoicing page

‒ Added three new G-Invoicing forms on 02/27/2024

• GINV Agency Enrollment Form, GINV Agency Approver Form & GINV Agency Change Form

• The content of these forms have been updated following the CAIA migration

‒ https://www.fiscal.treasury.gov/g-invoice/enrolling-in-g-invoicing.html

• IPAC Webpage Updates

‒ Removed Onboarding with CAIA section on 02/12/2024

• That information is now contained in the User Guide

‒ https://www.fiscal.treasury.gov/ipac/getting-started.html
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• Ongoing Application Optimization

– Continuous effort to refine our code to ensure application performance is optimal for agencies

• Cyber Security Improvements

• Cloud Migration

– Transitioning from On-Premises Infrastructure to Cloud 

Infrastructure

• Other Security Enhancements

• Defect Remediations

• Minor (Non-ERP Impacting) Feature Work

What’s Next
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Upcoming 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:

‒ Feature Flag Management (March 5th)

‒ Round Table Discussion (March 19th)

• Challenges with Constructive Receipt Days and end of accounting period activity 

• Challenges with documenting Receipt and Acceptance 

‒ Round Table Discussion: Order Closeout (April 2nd)

‒ Round Table Discussion: Performance Reporting while an Order is in Modification (April 16th)

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

• Register for Office Hours 

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

training/g-invoicing-officehours.html
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February Survey Results

1. Please share any suggestions you may have on how we can continue to improve our 

communications as a program.

• More than half of responders (58%) noted that the ITWG is beneficial and had no suggestions for 

improvement

2. What topics would you like to see discussed in future ITWGs?

3. Does your agency have any requested topics for Office Hours in 2024?

• We received a lot of great feedback and may be reaching out to agencies based on suggestions 

received

4. For future ITWG meetings, we are looking to partner with agencies on presentation 

topics to provide more of a working group setting for this meeting. Does your 

organization have any topics that you would like to lead?

• We received no agency volunteers to present a topic at an upcoming ITWG
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Open Agency Discussion
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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

Intra-governmental Transactions Working Group Information

IGT@fiscal.treasury.gov

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

Treasury Support Center

GInvoicing@stls.frb.org

1-877-440-9476
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Appendix

• IPAC Transaction Sub-Category Timeline (Slide 15)

• Historical G-Invoicing Roadmap (Slide 16)

• Post-Mandate Enhancement Timeline (Slide 17)

• Connecting With Your Trading Partners (Slide 18)

• Knowledge and Training Offerings (Slides 19 - 20)

• Treasury Support Center (Slide 21)

• Commonly Referenced Resources (Slide 22)

• Reference Materials (Slide 23)
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IPAC Transaction Sub-Category Timeline

• FY24 TFM Chapter 4700 publication provided updates to the IPAC Timeline

‒ The new IPAC Transaction Sub-Category data element became required for the Bulk File in 

October 2023 (Fiscal Year 2024)

‒ Delayed 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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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.

Historical G-Invoicing Roadmap

Q1

R5.0 (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 (05/18/2023) – 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 7600EZ copy invoice functionality

R5.1.1 (06/22/2023) – Multiple application defects were remediated 

and additional security enhancements for data-at-rest.

R5.2 (07/27/2023) – Enhanced Order Modification, Order Modification 

Revert and Performance while Order in Modification, and Product 

Service Code (Item Code) Validation.

R6.0 (09/14/2023) – Multi-Factor Login Enforcement; Common 

Approach to Identity Assurance (CAIA)

R6.0.1 (10/19/2023) – Defect remediation; APIs (non-printable 

characters & SFO mod), Print for rejected Orders, 

and Incorrect Notifications. Application performance and 

stability enhancements.

R7.0 (Target CYQ1 2024) – Bi-directional Order Modification, DLA 

7600EZ GT&C, User Interface enhancements for 508 compliance and 

user experience, application stability and performance improvements 

and other post-mandate features – to be prioritized.
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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:

Note: Fiscal Service will continue to collaborate with ERP Vendors in support of their development timelines.

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

Enhancement

G-Invoicing 

Development 

Completed

Available in 

Production Release Number Agency Implementation Date, if Required

In-Flight Order Upload Tool for the User Interface Q1 FY2023 2/16/2023 5.0 N/A

* 7600EZ (Low Dollar Purchases) Q1 FY2023 2/16/2023 5.0 Q1 FY2024

* Constructive Order Acceptance (GSA Rent) Q2 FY2023 5/18/2023 5.1 Q1 FY2025

* Performance During an Order Modification Q3 FY2023 7/27/2023 5.2 TBD

* Order Revert Q3 FY2023 7/27/2023 5.2 TBD

Treasury Single Sign-On (SSO) Migration to CAIA Q3 FY2023 9/14/2023 6.0 9/14/2023

* Bi-directional Order Modification Q1 FY2024 3/16/2024 7.0 TBD

* Performance Amount Enhancement TBD TBD TBD TBD

Post-Mandate Enhancement Timeline
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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. 

Intra-governmental Transactions Working Group (ITWG)

• A monthly venue for FPAs to review, discuss and provide feedback on the requirements and functional/technical design of the GInvoicing solution, and related IGT Policy. Learn more here: https://www.fiscal.treasury.gov/g-invoice/

G-Invoicing Office Hours

• Bi-monthly sessions allow FPAs to engage with Treasury and their Trading Partners on a variety of G-Invoicing and IGT Buy/Sell 

topics. Agency-specific Office Hours allow FPAs to learn about specific implementation approaches being conducted by key Buy/Sell 

Partners. Register for office hours here: https://fiscal.treasury.gov/g-invoice/training.html

Training Webinars - Focus Groups - User-Centered Design – Self-Guided Learning

• To learn more about these options available to Trading Partners, and to receive direct engagement with our Agency Implementation

Team, contact us at IGT@fiscal.treasury.gov Or visit our website: https://www.fiscal.treasury.gov/g-invoice/

Agency Implementation Plans and Points of Contact

• USDA’s Connect.gov page contains data related to Agency’s Implementation Status including Implementation Plans for CFO Act 

Reporting Entities who receive IGT Scorecards. 

https://community.connect.gov/display/CrossAgencyExternal/Bureau+of+the+Fiscal+Service+G-Invoicing

Connecting With Your Trading Partners
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G-Invoicing Learning Opportunities

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

• Our program conducts virtual Office Hours sessions twice monthly where we host targeted sessions focused on key topics, as well as “open-mic” styled 

discussions.

• Independent learning materials including videos, reference guides, and presentations are available through the G-Invoicing website: 

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

• Register for training, Office Hours, webinars, and access our independent training videos here: https://www.fiscal.treasury.gov/g-invoice/training.html

• Don’t see what you need? Ask your Agency Implementation Team Representative or contact the G-Invoicing Program Team by 

emailing: IGT@fiscal.treasury.gov 

Knowledge and Training Offerings
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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

• Contact Email: STLS.Treasury.Ginv.AIT@stls.frb.org

Engagement | Outreach | Support
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Treasury Support Center (TSC)

• The Treasury Support Center can 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/ginvoice/contact.html

‒ G-Invoicing features & functionality

‒ G-Invoicing application errors & issues
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Resource Name Purpose Located?

G-Invoicing User Guide

General purpose resource for G-Invoicing 

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 walkthroughs for administrator only features Within G-Invoicing under the “Help Menu” 

G-Invoicing Self Paced Learning Videos Recorded demonstrations and walk-throughs 

for G-Invoicing features

In the Training section of the Fiscal Service GInvoicing 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 GInvoicing. https://tfx.treasury.gov/tfm-classic/volume1/part2/chapter-4700-federal-entity-reporting-requirementsfinancial-report

• TFM Bulletin 2023-05 (March 23, 2023) Defined revised timeline for IPAC IGT Buy/Sell Subcategory Use, IGT 

Scorecard Updates, and Constructive Order Acceptance restrictions. 

https://tfx.treasury.gov/tfm/v1/bulletins/2023-05 

• TFM Bulletin 2023-10 (July 27, 2023) Eliminated the In-Flight Orders Mandate. 

https://tfx.treasury.gov/tfm/v1/bulletins/2023-10 

Program Guide

• Provides guidance regarding proper accounting treatment for IGT Buy/Sell transactions processed through GInvoicing 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 GInvoicing 

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

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 2023 (Updated Annually)

Guidance: 

G-Invoicing Program Guide for 

Basic Accounting and Reporting

Revised: 

August 2022

G-Invoicing System Integration

Guide

Revised: 

May 2023

G-Invoicing Rules of Engagement

Revised: 

July 2023