Under the Treasury Financial Manual Chapter 4700 Appendix 8, all federal entities that engage in Intra-governmental Buy/Sell transactions must process them through G-Invoicing. Treasury defines Intra-governmental Buy/Sell transactions as any transaction that is reported to reciprocal categories 22, 23, and 24.
Getting started with G-Invoicing
Many federal entities have already onboarded to G-Invoicing and are transitioning their Buy/Sell activity under U.S. Treasury guidance. To learn more about the application and how to get in touch with your federal entity's G-Invoicing project team, follow the steps below:
Connect with your G-Invoicing leads
Reach out to your agency's G-Invoicing leads. If you're unsure who they are, contact the G-Invoicing Agency Implementation Team at: STLS.Treasury.Ginv.AIT@stls.frb.org.
Review training and resources
Explore training materials and program overviews on Intralinks. Access can be requested through the Treasury Support Center: (Email: GInvoicing@stls.frb.org or Phone: 1-877-440-9476)
Set up user accounts
Work with your G-Invoicing leads and system administrators to set up user accounts.
Plan for Orders and Performance
Consult with your agency's project leads to determine your agency's approach for creating and managing Orders and Performance.
Engage with trading partners
Coordinate with your current trading partners to discuss Intra-governmental Transactions (IGT) Buy/Sell activities. Plan for transitioning any Buy/Sell activity conducted outside of G-Invoicing.
Map data and processes
Align your agency's internal IGT Buy/Sell data and processes within Federal Intra-governmental Data Standards and G-Invoicing requirements.
Test in the G-Invoicing Stage-Current (STGC) environment.
Conduct testing in the G-Invoicing test environment with your agency's Trading Partners.
Enter GT&C agreement, Orders and Performance data
Start entering GT&C agreement, Orders and Performance documents into G-Invoicing.
Getting help through the process
We're here to support you throughout your G-Invoicing journey. Each federal entity is assigned a dedicated point of contact at Fiscal Service and the Federal Reserve Bank of St. Louis to guide you through each step of the process.
For general questions or help, contact the G-Invoicing Agency Implementation Team at STLS.Treasury.Ginv.AIT@stls.frb.org.
We're committed to supporting your success with G-Invoicing and appreciate your partnership in modernizing Intra-governmental Buy/Sell processes.
Paying the federal entity's part while getting started
Treasury does not charge federal entities a fee to use G-Invoicing. It is offered at no cost to the federal entity. But, federal entities are responsible for potential costs associated with the adoption of G-Invoicing to include necessary Enterprise Resource Planning (ERP) vendor updates/changes.
Working with Treasury to set up G-Invoicing
There will be no formal agreement with Treasury for working in G-Invoicing.
However, we'll give you an Agency Enrollment Form to help both your federal entity and Fiscal Service by:
- listing roles and responsibilities for the federal entity
- identifying the primary points of contact at the federal entity (Agency Approver, Primary Master Administrator)
- capturing information to generate the federal entity's G-Invoicing accounts
If you need to change the configuration of your existing agency account, or change the administrator assignments, you will need to complete a change form and submit them to Ginvoicing@stls.frb.org. If you need help with this process you can work with your Agency Implementation Team POC, STLS.Treasury.Ginv.AIT@stls.frb.org.
Involving the right people
Involve people from across the workforce who are part of the Buy/Sell process: agreements managers, acquisitions personnel, financial management/IPAC personnel.
Preparing for the transition to G-Invoicing
Work on identifying the internal systems involved in your federal entity's reimbursable transactions. Gather documentation about your processes. Identify appropriate subject matter experts.
Working with your financial management or ERP vendors
If you use financial management or ERP software, we encourage you to contact the vendor and discuss the mandated G-Invoicing initiative. The vendor may be involved with an FMSC subgroup. (See more on the About G-Invoicing page.)
Working with CARS if you are not yet a TAS/BETC reporter
You must be a CARS TAS/BETC reporter to use G-Invoicing. If your federal entity is not already a full CARS TAS/BETC reporter, start now to make that transition. The CARS Fiscal Service Customer Relationship team can help you.
G-Invoicing Application Access
Access to G-Invoicing is managed by administrators at each federal entity. You can begin the enrollment process by following the guidance outlined in the following training videos available within Intralinks to establish access to G-Invoicing.
- G-Invoicing User: G-Invoicing agency account roles are assigned in SailPoint IIQ self-service. Please refer to the "G-Invoicing User Guide” in the application, “G-Invoicing SailPoint IIQ User Provisioning” section.
- G-Invoicing SailPoint “Manager”: The user’s “Manager” is established in CAIA SailPoint IIQ and is the first approver when a user submits an access request. Refer to the “G-Invoicing Administrator Guides” in the application, “G-Invoicing SailPoint IIQ User Provisioning” section.
- G-Invoicing SailPoint “AppApprovers”: G-Invoicing agency “AppApprovers” are established in SailPoint IIQ. The request is routed via workflow to the G-Invoicing agency “AppApprover” once the user’s “Manager” approves the first access request. Refer to the “GINVG-Invoicing Administrator Guides” in the application, G-Invoicing SailPoint IIQ User Provisioning section. G-Invoicing agency “AppApprovers” are granted access in CAIA SailPoint by completing the G-Invoicing Agency Approver Form.pdf.
For more information
TFM Volume I, Part 2, Chapter 4700, Appendix 8 - G-Invoicing Implementation Plan outlines the requirements and guidance for federal entities.