O*NET-SOC 43-3021.00

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.

From O*NET 30.3

Tasks

From O*NET 30.3, by importance, as O*NET OnLine lists them

Free · O*NET 30.3

Verify accuracy of billing data and revise any errors.Core23238
Resolve discrepancies in accounting records.Core23243
Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.Core23240
Operate typing, adding, calculating, or billing machines.Core23242
Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.Supplemental23245
Post stop-payment notices to prevent payment of protested checks.Core23237
Verify signatures and required information on checks.Core23239
Keep records of invoices and support documents.Core23246
Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.Core23241
Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.Supplemental23256
Contact customers to obtain or relay account information.Core23244
Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.Supplemental23250
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.Supplemental23255
Compare previously prepared bank statements with canceled checks and reconcile discrepancies.Supplemental23251
Take orders for imprinted checks.Supplemental23253
Encode and cancel checks, using bank machines.Supplemental23254
Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.Supplemental23259
Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.Supplemental23258
Update manuals when rates, rules, or regulations are amended.Supplemental23257
Route statements for mailing or over-the-counter delivery to customers.Core23247
Review compiled data on operating costs and revenues to set rates.Supplemental23260
Monitor equipment to ensure proper operation.Core23248
Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.Core23249
Answer inquiries regarding rates, routing, or procedures.23262
Compile reports of cost factors, such as labor, production, storage, and equipment.23263
Create billing documents, shipping labels, credit memorandums, or credit forms.23264
Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.23265
Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.23266

Technology Skills

From O*NET 30.3, 54 examples in 22 categories, 12 Hot Technology

Free · O*NET 30.3

Financial analysis software

Accuity EPICWare
IPS of Boston DoubleCheck
Oracle E-Business Suite Financials
Positive pay software
QuoteWerks

Expert system software

Aderant legal software

Accounting software

Allscripts Professional PM
CAI Software Seasoft
GE Healthcare Centricity EMR
Intuit QuickBooksHot Technology
Prime Clinical
Sage 50 Accounting
Sage Medical Manager
Thomson Reuters Elite Enterprise

Billing and invoicing software

Automated billing software
Medical billing software

Graphics or photo imaging software

Check imaging software
Fiserv PEP+ reACH
Image exchange networks
Image replacement document IRD printing software
Mitek Systems ImageNet Payments
VECTORsgi Image Exchange Solution

Document management software

Check processing software
File management systems
VECTORsgi Check Management Solution

Industrial control software

Check sorting control software

Data base user interface and query software

Database software
Microsoft AccessHot Technology

Medical software

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

Customer relationship management CRM software

HelpIT Systems addressIT

Business intelligence and data analysis software

IBM Cognos Impromptu

Access software

Image Deposit Exchange Check Station
Remote deposit capture software

Enterprise resource planning ERP software

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

Spreadsheet software

Microsoft ExcelHot TechnologyIn Demand

Office suite software

Microsoft Office softwareHot TechnologyIn Demand

Electronic mail software

Microsoft OutlookHot TechnologyIn Demand

Presentation software

Microsoft PowerPointHot Technology

Project management software

Microsoft ProjectHot Technology

Operating system software

Microsoft WindowsHot Technology

Word processing software

Microsoft WordHot TechnologyIn Demand

Optical character reader OCR or scanning software

Optical character recognition OCR software

Internet browser software

Web browser software

Detailed Work Activities

From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it

Free · O*NET 30.3

Getting Information

Search files, databases or reference materials to obtain needed information.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Monitoring Processes, Materials, or Surroundings

Monitor equipment operation to ensure proper functioning.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Estimating the Quantifiable Characteristics of Products, Events, or Information

Weigh parcels to determine shipping costs.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Calculate financial data.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Processing Information

Verify accuracy of financial or transactional data.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Reconcile records of sales or other financial transactions.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Analyzing Data or Information

Analyze financial information.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Making Decisions and Solving Problems

Calculate shipping costs.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Calculate costs of goods or services.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Scheduling Work and Activities

Schedule appointments.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Controlling Machines and Processes

Operate office equipment.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Repairing and Maintaining Electronic Equipment

Maintain office equipment in proper operating condition.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Documenting/Recording Information

Prepare financial documents.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 2 of 2 AI skills mapped to this activity, by automation level
- Augments 2
- Harvest automationclaudeskills.infoAugments
- Latex documentndpvt-web/latex-document-skill317 installsAugments
  Gen Agent Trust Hub Fail
  Runlayer Fail
  Snyk Warn
  Socket Pass
  ZeroLeaks Pass
Prepare financial documents, reports, or budgets.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Maintain operational records.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Maintain financial or account records.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Prepare informational or reference materials.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Prepare documentation for contracts, transactions, or regulatory compliance.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Interpreting the Meaning of Information for Others

Explain regulations, policies, or procedures.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Communicating with Supervisors, Peers, or Subordinates

Provide information to coworkers.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Report maintenance or equipment problems to appropriate personnel.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Communicating with People Outside the Organization

Answer telephones to direct calls or provide information.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Discuss account status or activity with customers or patrons.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Performing for or Working Directly with the Public

Respond to customer problems or complaints.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Performing Administrative Activities

Execute sales or other financial transactions.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Route mail to correct destinations.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Monitoring and Controlling Resources

Order materials, supplies, or equipment.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Job Zone

From O*NET 30.3

Free · O*NET 30.3

Job Zone Three: Medium Preparation Needed

Workforce Automation analysis, not part of the source

WFA coverage: AI skills for this job

WFA · Part of the paid plan when accounts open

Pilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.

DWAs covered by an AI skill1 of 27

Distinct tools2

Level mix

Augments 2

Equivalents

NICE work roles, with their DCWF equivalents

Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)

Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)

No NICE work role maps to this job.