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O*NET detailed work activityMaintain financial or account records
AI-readyHandle the admin
25 jobs37 tasks
Forms, records, data entry, scheduling and routine paperwork are where AI saves the most time. It drafts, sorts, extracts and reformats while you verify.
Part of Maintain sales or financial records, under the O*NET work activity group Documenting/Recording Information. Individual tasks below can carry a different label when their own wording calls for it (35 AI-ready, 1 AI-assist, 1 stays human).
Tasks built on this activity
- Record services provided on cashiers' tickets or receive payment from customers.
- Record information about financial status of customers and status of collection efforts.
- Receive, verify, and record patrons' cash wagers.
- Perform paperwork required for monetary transactions.
- Keep records of room availability and guests' accounts, manually or using computers.
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Keep records of customers' charges and payments.
- Post charges, such as those for rooms, food, liquor, or telephone calls, to ledgers, manually or by using computers.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records.
- Perform accounting duties, such as recording daily cash flow, preparing bank deposits, or generating financial statements.
- Record casino exchange transactions, using cash registers.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Keep records of invoices and support documents.
- Collect bets in the form of cash or chips, verifying and recording amounts.
- Keep money drawers in order, and record and balance daily transactions.
- Record the number of tickets cashed and the amount paid out after each race or event.
- Perform bookkeeping activities, such as balancing accounts and conducting nightly audits.
- Record details of attendance, sales, receipts, reservations, or repair activities.
- Record, issue receipts for, and pay off bets.
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
- Maintain financial records, order merchandise, or prepare accounts.
- Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.
- Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
- File and maintain loan records.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Pay bills and record checks issued.
- Record and maintain all vital and fiscal records and accounts.
- Perform accounting and bookkeeping activities, such as invoicing, maintaining financial records, budgeting, and handling cash.
- Compute and complete charge slips for services rendered and maintain records.
- Update client address and meter location information.
- Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
- Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
- Process and maintain records of customer loans.
- Prepare trial balances of books.