Travel & Entertainment

What is a Travel & Entertainment Budget Template? Travel & Entertainment (T&E) forms are considered a detailed expense component of an annual budget model and are used by budget managers to help manage T&E expenses. Some key functionality in this type of budget form predefines (by the budget manager) values for different types of expense items like airfare, hotel, and etc. The user specifies the number of trips, number of hotel nights, and miscellaneous items like the reason for the trip. The form then automatically calculates the monthly budget amounts and totals it all up. You will find an example of this type of budget form below.

Purpose of Travel & Entertainment Budget Forms Companies and organizations use Travel & Entertainment Budget Forms to enable detailed expense control and  to create a sense of "ownership and responsibility" of a given expense category. When used as part of good business practices in a Finance & Accounting Department, a company can improve its expense management as well as reduce the risk that the company has major cost overruns.

Who Uses This Type of Budget Form? The typical users of this type of budget form are: Budget Managers and Department Heads. Other Budget Forms Often Used in Conjunction with Travel & Entertainment Budget Forms Progressive Finance & Accounting Departments sometimes use several different Travel & Entertainment Budget Forms, along with budget templates for sales, payroll, capital expenses, profit & loss 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, Netsuite and others. In analyses where budgets or forecasts are used, the 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 & Entertainment in Solver? The Travel & Entertainment 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.

To learn more, visit the Resource Library.