September travel spendSeptember travel spend
You
Summarize September travel and expense spend against budget.
Assistant
Here is the September travel and expense summary.
| Category | Spend | Vs. budget |
|---|---|---|
| Flights | $18,240 | +6% |
| Lodging | $11,870 | -3% |
| Meals | $4,320 | +1% |
Total: $34,430 against a $33,500 budget (+2.8%). The overage is two last-minute flights to the Austin offsite.
You
Which flights drove the overage?
Assistant
The two Austin flights were booked 3 days out:
- Dana Ortiz, SFO to AUS, $1,184
- Jon Reyes, JFK to AUS, $1,061
Together they are $2,245 and explain the flight overage. Lodging came in under budget.
You
Were those pre-approved?
Assistant
Both were approved after the fact by their managers. Policy requires 14 days of lead time for flights, so each is technically an exception. I can list them on the exceptions report if you want.