Travel Expenses by Department

What is a Travel and Entertainment Expense Analysis Report? Travel and entertainment (T&E) reports are considered expense analysis tools and are often used by controllers and accountants to manage and review T&E costs. Some of the key functionality in this type of report is that it is parameter driven and it is usually reviewed on a monthly basis. The columns shows Department, Employee, Travel (expense) Type and Amount. The rows shows expense by category and are grouped by employee and department. The bottom of the report displays a chart that compares the total actual departmental T&E expense versus the budget. You find an example of this type of report below.

Purpose of T&E Expense Analysis Reports Companies and organizations use T&E Expense Analysis Reports to easily review T&E expenses both at a high level and with the option to drill down to granular detail by employee. When used as part of good business practices in an accounting department, a company can improve its cost control and bottom line as well as reduce the chances of budget overruns and abuse.

Who Uses This Type of Report? The typical users of this type of report are: Controllers and Accountants. Other Reports Often Used in Conjunction with T&E Expense Analysis Reports Progressive Accounting Departments sometimes use several different T&E Expense Analysis Reports, along with T&E dashboards, departmental and corporate profit & loss reports and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

This Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Travel Expenses by Department in Solver? The Travel Expenses by Department is a pre-built xFP&A report template in Solver that delivers key financial and operational metrics in a single, easy-to-use interface, eliminating the need for manual data work or custom report development.

Who uses this Solver report template? Cfos, fp&a managers, and controllers rely on this Solver report template for consistent, parameter-driven reporting that can be run on demand or on a scheduled basis. It eliminates the manual work typically required to produce this type of analysis.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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