Why are the rendering different from the Edgar file, new SECviewer (html + iXBRL) and the old viewer? Do we just ignore these formatting inconsistency, as long as Edgar view is fine? And obviously, as long as tagging is correct? 1. In the Basis of...
I'm getting data validation warnings when I run a section validation on the cover page. My boolean tags (and some others) has the following error message - "Fact has an incorrect or missing fact value, date/date range, or unit (DocumentQuarterlyRe...
I'm having the same issues with errors popping up for our phone number and filing entity (Large accelerated filer), which is supposed to be able to transcribe "Large accelerated filer" into "Large Accelerated Filer", with the capital letters in th...
I have recenlty migrated to Next Gen and you stated that there has been an update to Next Gen Documents with the zoom, is that ability offered in Presentations? When the presentaion is in landscape it is easy to read, but in portriat, it shrinks t...
Are any of you working with the Anaplan direct connect? If so, how was the integration process and how has your experience been so far?
Under the FAST Act I am required to tag my "EntityRegistrantName" (exact name of registrant as specified in its charter); however, my company's name includes commas and periods, as do most. Our EDGAR name does not. We've historically included this...
I know that there is an application icon which marks the cell with an orange triangle if the number has changed; however, when there are large spreadsheets with a lot of data, it is difficult to scan the spreadsheets for these orange triangles. I...
In our equity statement our dividends are shown as a negative value to get the visual math to foot. I get an XBRL warning error that the tag us-gaap_DividendsCommonStockCash should not have a negative value. If I reverse the sign then the statemen...
I used the DQ Company project as a template to copy and paste the newly required tags for the coverpage; however, I am getting some errors. Does anyone know how to fix? 1) For "Large accelerated filer" I am getting an error that the the fact ha...
I have tagged the cover page on our 10Q using the template in the DQ Company project. Thank you for providing this...it was so helpful to be able to just copy and paste the new tags! As far as the boolean tags, I copy and pasted the boxes as instr...
Hi, for the annual financial statement note disclosure, I'm wondering if there is a way to automate the note continuing to the next page without having to insert page breaks manually within each section in Wdesk. Currently, in the document, we hav...
This blog originally appeared on Workiva.com on July 2.Written by Dominick Fatibene.More accounting and finance teams are being asked—and expected—to be strategic partners to their organizations. Yet, they cannot always find the time to analyze re...
We are exploring ESG reporting and wanted to know what roles reporting/finance departments have played in creating, publishing, data gathering etc. Are you using Wdesk for any of it? How many team members are there compared to the financial repo...
We have just recently started using wDesk and want to give our external auditors access to some of our testing. We've added the relevant people as users that have external audit roles; we've put them in a group called External Audit, and we've gi...
Does anyone know if it's required to list the XBRL exhibits in the Form 8-K Exhibit Index similar to Form 10-Q and 10-K Exhibit?
When I follow the template for the Boolean Item type (copied/pasted the appropriate box from the template to the applicable field for tagging our cover page and entered in/formatted as text) I get the 'displayed value for this fact is incompatible...
Additionally, are all of these facts required to be tagged on the cover page itself? Or can we tag in the non-print section? Management and I are struggling with the change in format once we tag the cells of a table.
While doing some preliminary ixbrl work for our 2Q19 Form 10Q, I tagged the EIN on the cover page. I am getting an error when I generate. I notice on the tag detail that it should be nine digits, but with the dash it is 10. Do we need to remove th...
After uploading a worksheet from Excel, the Workiva spreadsheet read some cells that did not have values and then overlayed some formulas I had that were only in the Workiva spreadsheet (the excel file is used only as a data input and formulated v...
How do you double tag something in Next Gen inline xbrl?
I noticed some companies's K/Q's have a quick hyper link at the beginning of each section to take a viewer to the page of Table of Contents on their SEC filings. That makes viewers conveniently go back to table of contents without having to scroll...
Can I load notification e-mails from a prior filing in the Next Gen Filing window? Or do I have to re-enter all of the contacts in every filing?
Colleagues are making adjustments (e.g., adding/removing rows) to tables in our financial statements, and this throws off the alternating shading pattern. Is there a quick or efficient way to re-establish the pattern without having to manually sh...
We want to copy-paste from Excel to Document without copying the fond and the its size. How to do it?
Is there a feature in the next gen documents similar to the outline label progress indicator in the Documents?
Has anyone been able to setup a filing package for another member of the team in the same workspace to file under the new filing platform?Under the old filing platform, within a project, under the filing tab I could setup a filing package, test fi...
The blog originally appeared on Workiva.com on May 23.Written by Andromeda Wood.New XBRL® mandates have historically resulted in many companies outsourcing their XBRL tagging at the beginning. However, technology has dramatically improved the ease...
I am looking to file a Form SD tomorrow in the next generation documents yet I do not see in the pull down menu on the "Filing" tab on the home screen. Can anyone confirm whether this document is supported yet?
Can I zoom in and out in a next generation document, without using the browser zoom? When I zoom in using the browser, it also increases the size of the document outline on the left and the property menus on the right. I only want to increase the ...
When transitioning a workbook to a spreadsheet, I am presented with an option to "Transition cross-sheet Workbook links to cross-sheet Spreadsheet formulas." What does this do? I am not 100% confident that I understand the description of this chec...
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...