I'm trying to ascertain the possible risks involved with tagging our documents and what, if any regulatory penalties can/will be associated with improper tagging (ex: not using the correct concept for a specific number or what ratio of custom tags...
Hi all! We are just days away from the conference now and if you're anything like me, you're just burning with excitement!Who's all attending?So who's all attending? I'm going on my 5th year in a row. Are there any out there who have been to every...
I am trying to see if Data Validation is something we should be using. Any guidance or advice is much appreciated.
Is there a way to add colors to the custom format in the Alternate Row Fill option? I would like to add a lighter gray than is currently offered.
Hello, and welcome to the Workiva Community. First off, I wanted to say thanks for joining. It's great to have you. To get started, let's take a quick tour of the site. For a video tour, click here. Accessing and editing your profileBy default, yo...
Spreadsheets - exporting to EXCEL
I'm trying to debug a formula (cross sheet, same file) that should be returning a date but it keeps giving me "null" in the target cell. Same behavior with =match
Hello,Is there a way to view documents across three monitors, similar to how we're currently able to drag a second document to view them side-by-side on two monitors?Also, is the possibility of multiple browser instances still in the works?Thanks,...
Is there a way to lock or archive a file after it is finished to ensure there are no changes? A way to still view the file but not let it be modified.
The fifth and sixth set of the Data Quality Committee's (DQC) validation rules are now available in Wdesk.Round 5 includes the addition of 17 new rules. A majority of the rules relate to defined benefit and Cash Flow Statement disclosures and foll...
How should i tag State of Incorporation and Exchange name on the cover page of 8K to meet iXBRL requirement?
Is there no option to add attachments in next generation documents? I can still add them to classic documents, but the option is gone for any documents I have transitioned to the next generation format. If it is gone, is this something that will...
Can I add next generation documents to binders, or only classic documents? Right now, only my classic documents appear (for that particular workstation) when I try to add content.
The following webinar looks at how to maintain XBRL® and update XBRL using an 8-K as a template. After watching this webinar, you will be able to: Create a copy of an 8-K project Edit the Cover Page without deleting or disconnecting XBRL Update XB...
Is there a way to adjust the white space between the chart and legend where the legend is located on the right side of a chart? Currently, I only see the functionality to adjust the white space for the legend is when the legend is located at the ...
I was trying to link amounts presented in my Exhibit 99 to a spreadsheet for purposes of having the spreadsheet perform a calculation whose results I am linking to the Exhibit 99. For whatever reason the link from the Exhibit 99 to the spreadshee...
We recently changed from Workbooks to Spreadsheets and noticed that we lost the feature where when a cell is locked the shade/transparency of the cell changes so that the user can easily tell visually what cells are locked/unlocked. In Spreadsheet...
In the SOX module, we would like to be able to export all of the controls and associated management design procedures and testing attributes into a single document, but I can't find a report or means do this . Is this possible in Wdesk?
Hi all! Wanted to give a quick update on somethings related to our favorite topic, iXBRL.Hyperlinks to iXBRL FilingsFirst, we've seen many reports around hyperlinks and the somewhat vague errors found EFM 6.05.16, pointing to EFM.6.05.16.externa...
Don't know if there's a file size limit on files being uploaded to PBC requests.
The blog originally appeared on Workiva.com on July 18.Written by Jim TilkThe cost of compliance adds up. In fact, according to one study by Deloitte, operating costs spent on compliance have increased by over 60% compared to spending levels befor...
I am receiving a very strange formatting view when I view in the SEC XBRL viewer. Instead of displaying my table tag, it says the following:"<div style="font-family:Times New Roman;font-size:10pt;"><div style="line-height:120%;padding-bottom:4px;t...
I have a population file from which I selected a number of samples within workiva. The sample file has 25 columns. I need only 10 specific columns to be pulled into the testing document. How can I make this selection? Is there a limit to the numbe...
View On Demand here As business environments change, internal auditors must adapt. A major transformative way that audit teams can help with their organization's evolution is to constantly and iteratively evaluate the quality of their work. Join E...
REGISTER HEREThursday, August 152:00-3:00 pm EDTInternal and external stakeholders demand agility and speed in today's business climate, but the financial close process remains constrained by time, errors, and process inefficiencies. Over the last...
Wondering if you, or someone in Community, could shed some light on a couple of issues I'm having. For the EntityFilerCategory, I'm getting this error "ixt.formatError". And for the EntityIncorporationStateCountryCode, we don't disclose a state pe...
Our iXBRL 10Q test filing preview doesn't show the inline XBRL document, just the typical HTML version. Is that normal? The XBRL generation panel shows it as iXBRL. Thanks!
The client had uploaded sample selections via PBC request sent by us and it shows that the task in 'Sample' as completed. The client wants to upload more files in the same request using ‘upload additional files’ functionality, however, it is grey ...
Hi All,We are working on moving some of our statutory reporting documents into Wdesk - what we are puzzling over currently is that some documents are required to have barcodes, which are currently generated through a font in Word. Unless I've miss...
Has anyone successfully used Workiva to complete a 10-Q or 10-K tie-out that was accepted by their external auditors and fully replaced a manual tie-out process? Our current process involves printing a physical copy of the filing and manually add...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...
