The reviewer's name was removed from a step in the review plan, so now the test needs to be approved. However it's not 'assigned' to anyone to approve. The approve button is disabled, and the review plan can't be changed. Any tips to move this tes...
Hello, We are implementing NextGen for Q3 and our process is to send reviews to our external auditors. In using classic, the external auditors permission was always set at "viewer." In using NextGen, can we remove their "viewer" permission and...
What is most simple way to split a document (without sections) into several sections? Is it not possible to select text and then click on a create/add section button?
Hello filers! Wanted to keep you apprised of an SEC issue we're tracking that was introduced with the EDGAR 20.3 release on September 21 that’s causing a banner to appear on the iXBRL Viewer stating “Inline XBRL viewing features are minimal becaus...
What would be typical process of importing data directly from the general ledger to financial reports in Workiva? What files or connectors need to be created to facilitate such process? Also can this be done in house by your client or has to eng...
I have a large excel file (about 46K KB) and i have a feeling due to the size it is not importing into Wdesk, anyone had that issue before and was able to fix it or work around it?
Below are some commonly asked questions about submitting a filing to the SEC EDGAR site. To stay apprised of any filing issues or announcements, we encourage you to bookmark the EDGAR News & Announcements page and subscribe to our Workiva Status p...
Hi everyone! Some of you may have seen that the SEC recently posted some guidance about the value to be tagged with XBRL and iXBRL in 8-K filings for the tag DocumentPeriodEndDate (aka Period of Report) This guidance clarifies what date should be ...
Hello,I have a chain that normally runs fine with no errors, but periodically it will error out. Given that this only errors out sometimes, I feel the issue is not with the query itself. Does anyone know what this error message means, and what c...
Hello, I'm looking at ways to improve setup for our documents and spreadsheets. We have 2 separate spreadsheets (Financial Statements and MD&A) linking to the respective documents of the same name. How can we set up a single source spreadsheet and...
Hi, I tried to follow the instruction here https://support.workiva.com/hc/en-us/articles/360035643812 to schedule a chain. I don't see the same options when I go into Chain Settings as recommended on the article. Mine looks like this... Thanks for...
One of our tables is currently split and it crosses over several pages. The issue we are having is with totals. Right night there are 3 separate tables and I would love to just have one table so that adding up totals is easier and less cumbersome....
When I change the font family and size in a cell within a table in a Next Gen document, the text reverts back to the original when I click out of the table.
Are you the go-to for all things Workiva at your organization? Do you ever ask “Why aren’t we using Workiva for this?” Do you constantly hit refresh on the release notes page? Then you, my friend, are Workiva Advocate material. This exclusive pro...
This blog originally appeared on Workiva.com on September 17, 2020. If you missed out on Workiva Amplify, you missed out on a lot. (But we can get you up to speed quick—keep reading!) In our first-ever all-virtual Workiva conference, we welcomed ...
Every session. Now available on demand. Click here to access the content.
This feature request came from the Idea Lab at Amplify 2020. We are unable to freeze our documents. This is concerning because once we file, we do not want anyone changing things. Can this feature please be added? A similar request is also fo...
We sometimes have a 200 page legal documents that we need to attach as an exhibit. It becomes a painful process for us to manually create section breaks as the importer does not do it for us. I wish there was a easier way to do this where I ca...
Please bring back the ability to control the label with in pie charts. Julie Hazen
The following feature enhancement was suggested by a fellow Workiva customer. If you too would like this feature, vote it up or let us know in a comment below and we’ll get your feedback connected to our Product Team as well. I would love to s...
Be able to simply copy (CTR-C) and paste (CTR-V) a screenshot in spreadsheets (similar to the capability in presentations) for support backup purposes. The current way of attaching a screenshot has too many steps and you can't easily visually...
It would be awesome to have an option to attach Workiva documents as support in Support Binders.Edith Li
Option to give editors permissions to send documents for review.
I am unable to paste long text into spreadsheet cells and table cells in documents. To work around this, I have to take the text, open MS Excel, paste the text in the cell, select all the content in that cell, Ctrl+c, then paste it into the wdesk ...
When multiple users are in a spreadsheet to make updates at the same time, users are encountering issues when trying to make edits when one user has the file filtered. Is there a way that multiple users can sort the same file at the same time and ...
Hi, I would like to ask is it possible that i need access if i cannot see uploaded file.
Is there a way to hide non-printing sections when sending a document for review? These didn't show up in classic reviews and the only way I see to be able to do this is by manually unchecking these sections each time.
Is it possible to insert an editable graph into Workiva spreadsheets?
With all processes, best practices can help ensure a smooth journey. We have created guidelines and other resources to help support our users and designers through design reporting with Workiva. Click here to access the Designed Reporting Support ...
Workiva Amplify connected thousands of accounting and finance professionals worldwide from over 80 countries for three days of training, networking and professional development. Thank you for joining us virtually for our largest Workiva Amplify co...
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...