Recent releases to the Workiva platform included improvements to the following products and features.
You can learn more about each item in the sections below.
Audit Management Essentials
New: Connect existing Workiva files and add hyperlinks in General Files
New: General Requests
New: Sample Selection
Carbon
Improved: Control unmapped spend in Purchases
New: Workiva Carbon data ledgers
Controls Management
New: Bulk create population requests
New: Connect existing Workiva files and add hyperlinks in General Files
New: Sample Selection
Documents
New: New Lists
Platform
New: Include Markup available on PDF exports from Document Reviews
Audit Management Essentials
Connect existing Workiva files and add hyperlinks in General Files
Workpaper preparers and reviewers can now connect existing Workiva files and add hyperlinks directly in a workpaper’s General Files section.
General requests
Requests for General Files makes it easier to collect supporting files directly within a workpaper. General requests let you request files beyond populations and samples, giving teams a more flexible way to gather the documentation they need. After entering the request details, a request task is sent to the assignee, who can then upload the requested file or files directly to the workpaper.
Sample selection
This is a new two-step workflow that lets auditors select evidence samples directly within a workpaper population file. Auditors can clean up data by hiding irrelevant rows and columns, and then select samples using random, judgmental, or filtered methods with a full audit trail logged automatically.
Carbon
Control unmapped spend in Purchases
To ensure your total emissions are accurate for purchased goods and services, you can now control how Workiva Carbon manages your unmapped spend (transactions that haven't been assigned to a specific commodity, supplier, or emissions override).
To learn more about spend-based extrapolation, see this Workiva Support page: Measure Purchases.
Workiva Carbon data ledgers
Get a more detailed view of how emission-generating activity data contribute to your total emissions with new data ledgers. Go to Measure and select Vehicles, People, Waste, Water, or Custom to view a new ledger. Each ledger includes individual records by date, location, scope, emission category, and other attributes. You’ll find emissions at the row level and a new column for biogenic emissions. You can filter and sort, customize columns, and export either the full dataset or a filtered view.
To learn more, see this Workiva Support page: Workiva Carbon data ledgers.
Controls Management
Bulk create population requests
Users can now bulk create population requests by uploading an Excel file in the Requests tab on a project. The import workflow creates all the requests and allows for those to be reviewed and sent individually or in bulk.
Connect existing Workiva files and add hyperlinks in General Files
Workpaper preparers and reviewers can now connect existing Workiva files and add hyperlinks directly in a workpaper’s General Files section.
General requests
Requests for General Files makes it easier to collect supporting files directly within a workpaper. General requests let you request files beyond populations and samples, giving teams a more flexible way to gather the documentation they need. After entering the request details, a request task is sent to the assignee, who can then upload the requested file or files directly to the workpaper.
Sample selection
This is a new two-step workflow that lets auditors select evidence samples directly within a workpaper population file . Auditors clean up data by hiding irrelevant rows and columns, then select samples using random, judgmental, or filtered methods with a full audit trail logged automatically.
Documents
New lists
Three new lists have been released! These lists are primarily to support users in APAC and include Chinese Financial Formal Numerals, Enclosed Numbers and Black Arrowheads (unordered). These lists will be visible in the default list dropdown and can be included in custom list styles. Chinese Financial Formal Numbers will only be visible when Chinese, Japanese or Korean locales are set on the document.
Note: In existing documents, these lists will need to be added to style guides (either manually or via a style guide import). These lists will automatically be included in any newly created document.
Platform
Include Markup available on PDF exports from Document reviews
Exporting a PDF from a Document review now includes the option to include Markup. This option can be found under the Advanced options.