Billing and Posting Clerks

Also called: Account Analyst, Account Services Representative, Accounting Assistant, Accounting Clerk, Accounting Machine Operator

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Billing and posting clerks compile, compute, and record billing, accounting, statistical, and other numerical data for billing purposes. Prepare billing invoices for services rendered or for delivery or shipment of goods.

Post stop-payment notices to prevent payment of protested checks.
Verify accuracy of billing data and revise any errors.
Verify signatures and required information on checks.
Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
Operate typing, adding, calculating, or billing machines.
Resolve discrepancies in accounting records.
Contact customers to obtain or relay account information.
Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
Keep records of invoices and support documents.
Route statements for mailing or over-the-counter delivery to customers.
Monitor equipment to ensure proper operation.
Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
Match statements with batches of canceled checks by account numbers.
Take orders for imprinted checks.
Encode and cancel checks, using bank machines.
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.
Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
Update manuals when rates, rules, or regulations are amended.
Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
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.
Estimate market value of products or services.
Answer inquiries regarding rates, routing, or procedures.
Compile reports of cost factors, such as labor, production, storage, and equipment.
Create billing documents, shipping labels, credit memorandums, or credit forms.
Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.

Work Context

Contact With Others —
Telephone —
Importance of Repeating Same Tasks —
Importance of Being Exact or Accurate —
Face-to-Face Discussions —
Time Pressure —
Spend Time Sitting —

Work Activities

Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.
Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
Communicating with Persons Outside 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.
Performing for or Working Directly with the Public — Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.

Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.

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.

Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.

Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.

Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.

Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Detailed Work Activities

Provide information to coworkers.
Verify accuracy of financial or transactional data.
Verify accuracy of financial or transactional data.
Maintain financial or account records.
Prepare documentation for contracts, transactions, or regulatory compliance.
Maintain financial or account records.

Clerical

Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

Customer and Personal Service

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

English Language

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Speaking

Talking to others to convey information effectively.

Reading Comprehension

Understanding written sentences and paragraphs in work related documents.

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Oral Comprehension

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Oral Expression

The ability to communicate information and ideas in speaking so others will understand.

Speech Recognition

The ability to identify and understand the speech of another person.

Near Vision

The ability to see details at close range (within a few feet of the observer).

People interested in this work like activities that include ideas, thinking, and figuring things out.

They do well at jobs that need:

Achievement/Effort

Persistence

Initiative

Leadership

Cooperation

Concern for Others

Social Orientation

Self Control

You might use software like this on the job:

Enterprise resource planning ERP software

SAP
Oracle PeopleSoft Financials
Oracle JD Edwards EnterpriseOne
Microsoft Dynamics
Microsoft Dynamics GP
NetSuite ERP

Medical software

Epic Systems
MEDITECH software
Medical condition coding software
Healthcare common procedure coding system HCPCS
Practice management software PMS
eMDs Medisoft
Medical procedure coding software

Business intelligence and data analysis software

IBM Cognos Impromptu

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