Intra-governmental Transactions

Working Group (ITWG)

June 13, 2023
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Today’s Agenda

• Tentative ITWG Schedule

• Why Have We Built G-Invoicing

• Program Updates

• Patch Release 5.1.1

• Release 5.2

• Updating Existing Orders with Invalid Item Codes

• Release 6.0 Treasury Single Sign-On (SSO) Migration to CAIA

• Post-Mandate Enhancement Timeline

• Office Hours

• May Survey Results

• Survey Question
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Tentative ITWG Schedule

Planned Dates: July 11, Aug 8, Sept 12

Future Topics:

• Post-mandate enhancements

• MFA/Encryption objective (CAIA)

2:00 -3:30 pm ET

 April 11– Program Updates, Implementation Progress Update, Release 5.1, Existing Orders with Missing

Requesting Object Class Codes, Whitelist (Allowed/Approved Characters), What’s Next, Value Based vs.

Quantity Based Orders, Treasury Single Sign-On (SSO) Migrating to CAIA, Office Hours, March Survey

Results, Survey Question

 May 9 – Program Updates, R5.1, Existing Orders with Missing Requesting Object Class Codes, PostMandate Enhancement Timeline, R5.1.1, R6.0, Treasury SSO Migrating to CAIA, Release TBD, What’s

Next, Office Hours, IPAC Transaction Sub-Cat Timeline, April Survey Results, Survey Questions

 June 13 – Why Have We Built G-Invoicing, Program Updates, R5.1.1, R5.2, Updating Existing Orders with

Invalid Item Codes, R6.0 Treasury SSO Migration to CAIA, Post-Mandate Enhancement Timeline, Office

Hours, May Survey Results, Survey Question
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Why Have We Built G-Invoicing

The Audit Issue 

• Since 1997, the Financial Report of the U.S. Government and has consecutively

received a disclaimer of opinion from the Government Accountability Office (GAO).

• The inability to resolve differences in intragovernmental activity and balances

between federal entities is a significant impediment to receiving an opinion.

What is G-Invoicing? 

• Long-term solution for Federal Program Agencies (FPA) to manage their IGT Buy/Sell

transactions and improve the quality of IGT data.

Problems Addressed and Benefits Provided:

• Standardization - Implements the Federal Intra-governmental Data Standard (FIDS)

improving the reliability of IGT Buy/Sell data.

• Automation - Serves as an automated transaction broker, improving the transparency

of the IGT Buy/Sell business process.

• Communication - Promotes Trading Partner communication leading to reduced

adjustments, improved reconciliation.

For FY22, Governmentwide 

Intragovernmental Buy/Sell 

Differences totaled $13.7 billion, 

remaining nearly equal to FY21.
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Program Updates

• Q3 FY23 Implementation Plans are due to Treasury by June 30th

‒ These submissions will be reflected on your Q3 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

• G-Invoicing Webpage Updates

‒ G-Invoicing Release 5.1 Overview webinar published on 05/18/23

• Provides an overview of the new features/functionality that became available with Release 5.1

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

• G-Invoicing R5.1 successfully deployed to Production (May 18th) and QAC

(May 26th)

‒ Delivered ASCII Printable Character Validation on all Order & Performance free-form fields (UI

& APIs), new Order & Performance APIs (JSON), Constructive Order Acceptance (GSA Rent 

only), Advanced PPQs for In-flight Orders through ERPs, Requesting Agency Object Class 

Code is now a Required Field, Copy Invoice for 7600EZ & two new user roles (Requesting 

Order Notification Receiver and Servicing Order Notification Receiver)

• G-Invoicing Rules of Engagement - Under review for updates

‒ Guide outlining the appropriate protocols for agencies to follow as they are transitioning

Buy/Sell activity into G-Invoicing

‒ Will be adding guidance around best practices for new obligations near fiscal year-end 

crossover

‒ Publication date targeted for June 2023
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Program Updates Continued

• TFM Chapter 4700 Updates Underway for FY24

‒ Agencies can expect to see a TFM Chapter 4700 publication in November (FY 2024)

‒ TFM Bulletin 2023-05 will be incorporated into Appendix 8 concerning the IPAC Timeline and

IGT Scorecard Template Updates

• October 2023: Required to use the Transaction Sub-Category Data Element in IPAC

• October 2025: Removal of Buy/Sell option in IPAC through the UI and Bulk File

• October 2023 In-Flight Mandate

‒ Fiscal Service will be removing the TFM’s October 2023 In-Flight Mandate

‒ A TFM Bulletin will be published in a few months to formalize the change

• Business Enhancement Requests for G-Invoicing

‒ Enhancement requests for G-Invoicing will be limited while agencies continue efforts to

successfully onboard G-Invoicing
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• Mass User Admin update functionality

– New button in the UI allowing mass updates to the User Admin vs. one edit at a time (current)

– Excludes PMAs and MAs, which must be manually updated by another PMA or MA

• Adding Master/Primary Admins to the User Export Report

• Defect Remediations

– User with only GT&C viewer role is unable to pull the Export History Report

– User with Admin Permissions in multiple agency accounts receiving error when switching accounts

– Cancelled Lines/Schedules were calculating into the Order amounts on Order Print (7600B)

– Delayed Settlement on an Advance adjustment allows a Delivery to exceed the amount Advanced

– Order Upload validation issue (multiple error messages) preventing the appropriate error message

from displaying properly

– Refresh issue on Account User List when performing User Export

• R5.1.1 deployment planned for June 22nd (Production) and June 30th (QAC)

Patch Release 5.1.1
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• 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 Partner 1 to revert the Order back to previously approved state when abandoning a

proposed modification

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

• New Order Mod History drop-down button

‒ Allows UI users the ability to see previous, read only versions of the Order

• New Compare with Previous Mod button

– Allows UI users the ability to compare changes to previous versions of Order modifications

Release 5.2
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• Ability to print previous versions of Orders (7600B) out of G-Invoicing

‒ Can only print the most current version today

• System Integration Updates

‒ G-Invoicing System Integration Guide is being reviewed for updates

• Publication Date TBD

• Updates will provide more specific guidance on how system integration can be better managed/optimized by

agencies and their ERPs.

‒ Adding external Org API Account ID Parameter

• Allows agencies the ability to query their TPs account group structure through the API

• UI only feature currently (Org button on GT&C)

‒ Standing up new external Account Org API endpoint

• New endpoint will alert ERPs that something changed under the agency account

• Allows for better efficiency with Org API endpoints

Release 5.2 Continued
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• Partner 2 roles (Order Managers & Order Approvers) will have ability to

Reject Orders in Shared with Partner 2 (SP2) Status

‒ Currently Partner 2 must move it forward to an approval status before they can reject

• Item Code API Validation

‒ Item Code UI Validation was included as part of R5.0

‒ There were some concerns around the Item Code API Validation negatively impacting

agencies that required some additional discussions

‒ Will include a data cleanse similar to the Requesting Object Class Code effort with R5.1

• June 20th Office Hours devoted as an agency drop-in session for this effort

‒ Impacted agencies will be invited as default

‒ Non-impacted agencies are welcome to join to hear the discussion

• R5.2 deployment targeted for late July 2023

Release 5.2 Continued
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Updating Existing Orders with Invalid Item Codes

The Item Code/PSC validation implemented with Release 5.2 requires that existing Orders with invalid codes be 

corrected. An invalid code in the Item Code field can cause validation errors when an affected Order is modified.

• The affected Orders in Production and QA-C will be automatically updated towards the end of July to coincide

with the release deployment in the following manner:

‒ If Orders have an expired or invalid PSC in the Item Code field, we will update the value to 9999 –

Miscellaneous

• Example: ‘N/A’ will be changed to ‘9999’ (not an actual code) or ’84’ will be changed to ‘9999’ (not a

code, PSC category)

‒ If agencies have a valid PSC but the capitalization of alpha characters is incorrect, we will correct them

• Example: ‘s203’ will be changed to ‘S203’

• If agencies would like to review their affected Orders in Production and specify updated Order Item Code

values, they must coordinate with their AIT. If Agencies want to specify values, they must provide feedback by

NLT July 14th.

• The June 20th Office Hours will be dedicated to discuss this topic with agencies and vendors. Additionally,

messaging will be posted in G-Invoicing notifying users of the upcoming changes.

Note: The PSC Code Update was completed in QA-F on June 9th
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Release 6.0 Treasury Single Sign-On (SSO) Migration to CAIA

CAIA (Common Approach to Identity Assurance) provides a consistent user experience to authentication to the 

Fiscal Accounting applications. The CAIA solution is similar to the existing Treasury Single Sign-On system 

known as ISIM. ISIM will be replaced with SailPoint IdentityIQ to allow users to authenticate to Treasury 

applications using a form of multifactor authentication (1. PIV/PIV-I, CAC 2. Login.gov 3. ID.me)

• The new Treasury mandate is for CAIA will be implemented by end of Q3 2023 (Calendar Year) for all Fiscal Accounting 

applications. 

• If you do not have a PIV-I/CAC card, emails are being sent in waves to G-Invoicing agencies. Please note the updated 

link below to register with a Credential Service Provider (CSP) of your choice. This will ensure the identity proofing step is 

completed.

https://iiq.fiscal.treasury.gov

• If you have a PIV-I/CAC and have not linked, please do so immediately. 

‒ Instructions for linking your PIV-I or CAC can be found here and can be verified here.

‒ If agencies would like to verify who has not linked their card within their agency, it’s advised to reach out to users internally and 

have them verify through the link provided above. 

• R6.0 deployment planned for September 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:

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

* 7600-EZ (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

Treasury Single Sign-On (SSO) Migration to CAIA Q3 FY2023 Q4 FY2023 6.0 Q4 FY2023

* Performance During an Order Modification Q3 FY2023 Q4 FY2023 TBD TBD

* Order Revert Q3 FY2023 Q4 FY2023 TBD TBD

* Bi-directional Order Modification Q1 FY2024 Q2 FY2024 TBD TBD

* Performance Amount Enhancement TBD TBD TBD TBD

Post-Mandate Enhancement Timeline
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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:

‒ FEMA Presenting Change Requests (May 16th)

‒ G-Invoicing Notifications (June 6th)

‒ Missing/Invalid Item Code Drop-In Session (June 20th)

‒ Trading Partner Spotlight: DLA Agreements Strategy (July 11th)

‒ Open Topic (July 25th)

‒ GSA Fleet as a Seller (TBD)

‒ 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/g-invoicing-officehours.html
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May Survey Results

1. In regard to the four enhancements outlined on Slide 13 (Release TBD) does your agency have a 

preference on when we would deliver this functionality by way of a Production release (Y/N)? 

‒ Nearly all responders indicated a Yes to a preference on when we should deliver this functionality

2. If you answered Yes to Question #1, which Release from the list below would be your 

preference?

a) Release 5.2 (Summer 2023) - 64%

b) Release 6.0 (September 2023) - 4%

c) Release 6.1 (Early FY24) - 32%

3. Will any of the release timeframes listed in Question #2 negatively impact your agency as we 

move closer to year-end? If so, please explain. 

‒ Majority of responders indicated little to no negative impact

‒ A few concerns noted around how busy agencies are at year-end and avoiding September, if possible, to prevent 

issues with year-end close

‒ A few mentions that the sooner we can deliver the better (in favor of a R5.2)
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Survey Question

1. Does your agency have any concerns with our approach (summarized 

below) to updating the Item Code Production data to Miscellaneous Item 

Code 9999?

‒ If agencies have expired or invalid PSC in the Item Code field, we will update the value to 9999

• Examples: 

‒ N/A will be changed to 9999, 84 will be changed to 9999

‒ If agencies have valid codes but the case of alpha characters are incorrect, we will correct them

• Example:

‒ s203 will be changed to S203

‒ If agencies would like to review their affected Orders and potentially specify specific values, they 

can get a report from their AIT. If agencies want to specify values for their Item Codes, they must 

provide feedback by no later than July 14th

*Link to Survey Question: https://www.surveymonkey.com/r/JCR7KKW

• Please submit feedback by COB Friday, June 23rd
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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

• Connecting With Your Trading Partners (Slide 20)

• Knowledge and Training Offerings (Slides 21 – 23)

• IPAC Transaction Sub-Category Timeline (24)

• Treasury Support Center (Slide 25)

• Commonly Referenced Resources (Slide 26)

• Reference Materials (Slide 27)
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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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IPAC Transaction Sub-Category Timeline

TFM Bulletin 2023-05 provided updates to the IPAC Timeline

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

• 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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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/ginvoice/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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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 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 G-Invoicing https://tfm.fiscal.treasury.gov/v1/p2/c470.html

• 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://tfm.fiscal.treasury.gov/v1/bull/23-05

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+G-Invoicing

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