According to people in this career, the main tasks are...
| Task | Importance |
|---|---|
| Verify accuracy of billing data and revise any errors. | 97% |
| Resolve discrepancies in accounting records. | 92% |
| Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered. | 92% |
| Operate typing, adding, calculating, or billing machines. | 89% |
| Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due. | 89% |
| Post stop-payment notices to prevent payment of protested checks. | 88% |
| Keep records of invoices and support documents. | 88% |
| Verify signatures and required information on checks. | 88% |
| Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods. | 86% |
| Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services. | 86% |
| Contact customers to obtain or relay account information. | 85% |
| Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment. | 84% |
| 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. | 84% |
| Compare previously prepared bank statements with canceled checks and reconcile discrepancies. | 83% |
| Match statements with batches of canceled checks by account numbers. | 82% |
| Take orders for imprinted checks. | 82% |
| Encode and cancel checks, using bank machines. | 80% |
| Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand. | 79% |
| Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents. | 78% |
| Update manuals when rates, rules, or regulations are amended. | 78% |
| Route statements for mailing or over-the-counter delivery to customers. | 77% |
| Estimate market value of products or services. | 72% |
| Review compiled data on operating costs and revenues to set rates. | 71% |
| Monitor equipment to ensure proper operation. | 70% |
| Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems. | 67% |