What Billing and Posting Clerks do:
- Operate typing, adding, calculating, or billing machines.
- Verify accuracy of billing data and revise any errors.
- Keep records of invoices and support documents.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- Verify signatures and required information on checks.
- Resolve discrepancies in accounting records.
- Route statements for mailing or over-the-counter delivery to customers.
- Contact customers to obtain or relay account information.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Post stop-payment notices to prevent payment of protested checks.
- Monitor equipment to ensure proper operation.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Update manuals when rates, rules, or regulations are amended.
- Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
- Encode and cancel checks, using bank machines.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- Review compiled data on operating costs and revenues to set rates.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Match statements with batches of canceled checks by account numbers.
- Estimate market value of products or services.
What work activities are most important?
| Importance | Activities |
|---|---|
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Working with Computers - Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information. |
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Getting Information - Observing, receiving, and otherwise obtaining information from all relevant sources. |
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Processing Information - Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data. |
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Communicating with Supervisors, Peers, or Subordinates - Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person. |
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Updating and Using Relevant Knowledge - Keeping up-to-date technically and applying new knowledge to your job. |
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Evaluating Information to Determine Compliance with Standards - Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards. |
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Communicating with People Outside the Organization - Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail. |
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Performing Administrative Activities - Performing day-to-day administrative tasks such as maintaining information files and processing paperwork. |
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Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work. |
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Documenting/Recording Information - Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form. |
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Making Decisions and Solving Problems - Analyzing information and evaluating results to choose the best solution and solve problems. |
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Analyzing Data or Information - Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts. |
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Monitoring Processes, Materials, or Surroundings - Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems. |
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Interpreting the Meaning of Information for Others - Translating or explaining what information means and how it can be used. |
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Resolving Conflicts and Negotiating with Others - Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others. |
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Identifying Objects, Actions, and Events - Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. |
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Establishing and Maintaining Interpersonal Relationships - Developing constructive and cooperative working relationships with others, and maintaining them over time. |
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Coordinating the Work and Activities of Others - Getting members of a group to work together to accomplish tasks. |
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Assisting and Caring for Others - Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients. |
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Training and Teaching Others - Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others. |
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Scheduling Work and Activities - Scheduling events, programs, and activities, as well as the work of others. |
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Thinking Creatively - Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions. |
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Coaching and Developing Others - Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills. |