Certain tables in my XBRL viewer show as whole numbers, versus in millions (as the vast majority of my tables do). I cannot discern any difference in fact properties driving this difference. Can anyone share their thoughts as to how to show figu...
Curious if there was already a connector made for Access to bypass using Excel as our data sync intermediary. Thanks!
How do I tag a variable interest rate spread on a interest rate adjustment that does not occur until 2021? We have already tagged the current interest rate spread in place.
We have two debt redemption tables for different issues. There are large amounts of text and and details textuals between them. Management would prefer that tables are not combined into a single table. Can I use the same level 3 tag on these withi...
Hi There,We use the wdesk as a platform for our CFO Report Presentation, in this presentation we have a table of contents. Are we able to hyperlink the page/slide numbers to the table of contents? I could not find any information on presentation h...
When doing our rollforwards we put in XX as placeholders so that it can clearly indicate to readers what is still open. However anywhere that we put XX that there is a formula which is dependent of that amount becomes a #value, there should be a f...
What benefits ($, time, etc) have companies seen? I'm also trying to understand how it changes the process on the Business Wire side. If you upload using Wdesk does it take away the type setting done by Business Wire and having to review ther...
We don't see any options other than exporting to excel and formatting the excel file.
I am a new user and want to create WDesk documents from existing Word documents without retyping.
We've set up our data collection templates to include all rows/categories in a table that could have values. However, many tables have rows that may be zero on a given quarter. rather than breaking links to the DC templates and deleting the rows...
Can WDesk create reoccurring tasks? (i.e., having a task run on a set time - weekly, montly, quarterly)
It has become our goal to attempt to clear as many extensions as possible within our quarterly and annual SEC filings. I hope to gain some clarification on the implications of extensions. For example, is it a better practice to extend a concept or...
Our internal controls department is concerned with how to explain access for Workiva Support users. If they have access to make changes what controls to we have around knowing if they made a change/altered a document.
My legal team has asked whether or not we can file our proxy statement in both an htm and a pdf? Does anyone have any experience submitting a pdf to the SEC? Thanks.
Hi, I am using the spreadsheets/v1/spreadsheets/{Id}/sheets/{Id}/data API to import the data to sheet from the external data source.I am setting the data in the body of the POST call in JSON format. The import is successful, but he data types are ...
1) Is there a way to turn on smart quotes in spreadsheet? 2) Is there no way to spell check in a spreadsheet? Thanks!
Is there a centralized listing of formulas to be used with Spreadsheets? If yes, can you please share the attachment or link within Workiva?
How, if at all possible, could you easily transition from Workbooks to Spreadsheets with having both active? The idea of being able to laterally set up a spreadsheet with our current workbook is appealing. How have others transitioned?Thanks!
For any of your clients filing with iXBRL, are their external auditors reviewing XBRL as part of their audit procedures?
I would also love to have the labels in wdesk spreadsheet documents....is that being considered?
Hi, is iXBRL still voluntary at this point or is it effective in 2018?
We have now migrated to the 2017 taxonomy. With the revision of the use of the Legal Entity Axis in the 2017 taxonomy, I understand that FASB intends that the members specifically named legal entities and not any standard element in the taxonomy. ...
Is there a way to freeze the spreadsheet in Workiva? I know that I can go sheet by sheet and change the permissions to "Read-Only", but is there a one-step way to do it so that no one is able to make any changes to the spreadsheet at all?
Is anyone using "Workflows" for Audit PBC's? If so, any feedback you can share? I'm looking for a way to gather the necessary PBC its for out audits outside of the usual sharepoint or constant mass emails. Thank you in advance.
"Keep With Next" paragraph formatting does not appear to be functioning correctly when trying to tie a lead-in paragraph to a chart (in this case, a pie chart). We've tested this several times in a section of our document where we've removed all p...
An error was generated that states a "duplicate name was produced for an outline section". What are the steps to locate that error - it does not give me a reference.
Is there a spell check function with Presentations similar to that within the Documents? We've been downloading a PPTX version of a presentation and will then run spell check, but if errors are found, we then have to correct and re-download. Tryi...
Does anyone have field definitions for the IPE document form in the SOX module?
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...
