Is there an Updated DEI 2020 XBRL Taxonomy similar to the US GAAP (Updated DEI) 2019 Taxonomy?
I have tables and footnotes that go across multiple projects. Is there a way to link the tables AND words below the tables so if I update wording/formats in my main project it will update the in the other project?
Is there a way to identify all deprecated tags in one place or do we have to click into each tag to identify whether or not it is deprecated?
How do you adjust the text box and table text box tags when you've added to the footnote or table?
If you do not remove tags before hiding a section in a table - do these tags show up as disconnected tags?
When removing XBRL on a number should you use the delete fact option? If this tag is used in another location will it delete the tag in that other location as well?
What is the best practice for removing XBRL when moving a section in the document and subsequently deleting the section from the old location without creating disconnected tags or losing the existing tagging?
How are other companies handling filings around COVID-19? Filing extensions, etc.
Is there a reason / rationale why some items need to be tagged in a non printing section but others don't? On the cover page and in parenthetical we have multiple tags that are in there, do these actually need to be tagged in this format or is the...
Is there a way to tag numbers that are within the text of our document and in the table with the same tag, without putting it in the non printing section? For example, most of our tables are in thousands, but when we put it in text, we talk to t...
How come when we tag information with the same label, Net investment income earned for example, it will show up in several places in the document in rendered view, when it's not actually in that part of the document. For example, we have it tagg...
There have been some instances when I look at the rendered view and everything appears correct, but then when running the iXBRL generation, I look at the SEC XBRL Viewer and the information is presented differently. This has happened with dates sp...
Is there a glossary of some sort to define what the label roles mean and how they differ from each other? Sometimes i find that I use Terse and Verbose when I want the numbers to remain positive, but I don't know what the difference is. There's ot...
Do you know of any Companies that combine the derivatives and fair value measurement footnotes in their SEC filings?
Hello, What is the most efficient approach to roll forward XBRL tagging from third quarter to year-end reporting? Is it best to have a Masterfile (spreadsheet and document with both 10-K and 10-Q) and to put the annual sections in non-printing sec...
Hello, Few weeks back, I created a new audit (20X1) using an existing (prior) audit (20XX). I then went into the 20X1, and then renamed the procedures and groups to match the new audit requirements. After a week, I came to 20X1 audit and noted th...
Hello, Can you please review how the document dates tagged in XBRL affect the test file process. For instance, in an 8-K, the cover page is dated and tagged in XBRL. If the date is a future date, we get an error message. Any workaround? thank y...
Hello, I have a question regarding XBRL errors. Can you briefly explain what is critical to the filing, and what poses no and or minor problems.
Where is that I can find articles to better understand the use of extensible lists. The requirements and how I can be applied in Workiva?
We just transferred into using NextGen and are still new at tagging in the new format. We have a text block tag that covered only a portion of our footnote and are looking to extend the text block tag to cover the entire footnote. In Classic WDes...
The taxonomy package published by ESMA, typically in a .zip file format, is not intended to be read by people directly. That said, modern ESEF reporting software can load the information in those files and provide a user-friendly view of all the a...
XBRL® uses taxonomies—dictionaries of concepts—to specify the tags that preparers will need to use to mark up financial statements. The ESEF taxonomy is primarily based on the taxonomy produced for IFRS financial reporting by the IFRS Foundation a...
In 2013, the European Securities and Markets Authority (ESMA) was asked to specify a European Single Electronic Format (ESEF) for annual financial reports (AFRs). This initiative was part of a broader move to improve access to the information prod...
If you are using a GroundRunner and a Chain is failing with the error 'Error executing transformation "Did not receive response from runner"', you may need to change the settings in the GroundRunner config file. In the config file, set "LONG_POLL ...
If a chain using an Oracle Hyperion Financial Management connection returns an "Exception in Thread \<Directory Name>\" java.lang error (such as "Exception in thread \"<Directory name>\" java.lang.NoClassDefFoundError: org/apache/commons/pool/Keye...
I have financial statements that go into multiple SEC filings and unfortunately they can not be incorporated by reference, These financial statements must also be XBRL tagged. Is there a way I can get these financial statements into the document ...
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 Experts, I am new to workiva and learning the application. I want to know is it possible to query the data on my Wdata table and whatever result output i am getting has to be added in document stored in WDesk. I don't want to keep results in sp...
Using Workiva to prepare and file our documents has been one of the biggest factors in our success this quarter, especially since we are working remotely. Although we have purchased Next Gen, we have not transitioned for two main reasons - blackl...
When trying to create a cross sheet formula, I start typing the formula in a cell (say its C5) and when I navigate to another sheet to select that same cell reference of C5 in the other sheet, the cell I am trying to reference is covered by the fo...
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...