This is a side-by-side summary for the month and YTD encapsulating billed, paid (applied, on-account, and deposit), refunds, transfers, and a breakup of payments by type and adjustments by reason.


J29 report provides both month-to-date and year-to-date financial summary in a single sheet which aids in better analysis.

Search Filters for the J29 report

Field Description
As On Acct. Date Provide the Accounting date as on which the report is to be produced
Legal Entity Billing Entity
Provider To show results of a specific provider
Service Location To show results related to a specific service location

Table 1

Search Screen of J29 Report

Sample J29 report

Possible Outputs of J29 Report

Fields in the Excel Output of J29 report

PDF output