Enrolling in G-Invoicing

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

Most federal entities have already onboarded to G-Invoicing and have begun transitioning their Buy/Sell activity under the Treasury guidance. To learn more about the application and how to get in touch with your federal entity's G-Invoicing project team:

1. Reach out to your G-Invoicing leads for your federal entity. If you do not know who your leads are, contact the G-Invoicing Agency Implementation Team at STLS.Treasury.Ginv.AIT@stls.frb.org.
2. Review the training and overview resources posted within Intralinks. Access to Intralinks can be requested through the Treasury Support Center (Email: GInvoicing@stls.frb.org or Phone: 1-877-440-9476)
3. Establish a user account by working with your G-Invoicing leads and administrators.
4. Discuss the IGT Buy/Sell with the trading partners you transact with today. Discuss transitioning any Buy/Sell activity occurring outside of G-Invoicing to G-Invoicing.
5. Map the federal entity's internal IGT Buy/Sell data and processes to the Federal Intra-governmental Data Standards and G-Invoicing processes.
6. Test G-Invoicing in our Quality Assurance (QA) environment (FA-PC Stage Current).
7. Enter agreement data into G-Invoicing.
8. Consult with your agency project leads to determine your agency's approach for creating and entering orders and performance.

Note: For federal entities that have not yet enrolled in G-Invoicing, you will need to contact your Agency Implementation Team POC, at STLS.Treasury.Ginv.AIT@stls.frb.org, and work with them to complete the G-Invoicing Agency Enrollment Form.

Getting help through the process

We are here to help you through the process. Each federal entities gets a specific point of contact at Fiscal Service and at the Federal Reserve Bank of St. Louis to guide the federal entities through the process.

Contact the G-Invoicing Agency Implementation Team at STLS.Treasury.Ginv.AIT@stls.frb.org.

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 will 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.