For SOX it would be nice to be able to call out where controls are in the narrative without having to split them into their own sections. That way if a user wants to read more context they can easily identify the section that holds the control and...
It would be great if there was a feature to make a comment private (i.e., only those tagged can see it). We usually let our auditors and others have view access to our document so that they can provide comments directly in Wdesk. It would be nice ...
Was a response ever posted regarding how to print out the results of an XBRL Review?
Off the Books takes on the news! The Securities and Exchange Commission has received thousands of comments on its climate risk disclosure proposal. Catherine and Steve break down what stands out from the feedback on the proposed SEC climate discl...
A change to which roles can test file in the Workiva platform recently rolled out. As noted in this release note, some existing roles were updated ensure that all users who may need to test file have the ability to do so. Any user with one of the ...
This blog first appeared on Workiva.com. Written by Sammi Azoulay. As of March 21, 2022, the Securities and Exchange Commission’s EDGAR system was updated to support the 2022 GAAP Financial Reporting Taxonomy (2022 GRT) and other SEC taxonomies re...
Is there a way to shade the cell a custom color? We want to use company colors when using alternate shading. It does not appear that the function of 'alternate cell shading' has ability to choose anything other than present combinations. But when ...
The Amplify Expo is bringing back the best of the in-person Workiva Amplify experience, including face-to-face conversations with your peers, Workivians, and partners, live demos showcasing new solutions, features, and functionality, hands-on lear...
Whether you are gearing up for your management reporting cycle, or are already in the thick of it, we wanted to share some relevant templates available on the Workiva Marketplace aimed toward simplifying your process. Consider adding one or all th...
Sometime in the last quarter, the functionality of the ctr+alt+H shortcut in documents changed from defaulting to the most recent highlight action used (e.g. if you just removed the highlight from text, using ctrl+alt+H would continue to remove hi...
📆 Date: Wednesday, July 27, 2022⏱ Time: 1:00-2:00 p.m. EDT🌎 Location: Virtual About this Event Stakeholders are paying more attention to Sustainability risk and reporting, which is presenting a unique opportunity and challenge for managem...
Hi, Is there any limit for number of styles we can create in a document, since in case I am creating any new it is getting automatically deleted and the old ones come in and even if I am renaming any style it is not getting reflected. Thanks & R...
I have already gone to section properties to adjust the margins. Now the section is the same as the previous section and the next section. However, the problem of Page size break and Margin page break is still happening. What should I do?
📆 Date: Wednesday, July 13⏱ Time: 1:00-2:00 p.m. EDT🌎 Location: Virtual About this Event Join Kathleen Smith of the City of Fort Wayne as she shares how her team worked with F.H. Black & Company Incorporated to cut their budget book prepar...
With the Canadian Securities Administrators modernizing SEDAR (finally) with the rollout of SEDAR+ in 2023, does Workiva have any plans to provide SEDAR filing solutions similar to that for FERC and SEC?
Hi, Is it possible to automate a numbered list?Like this; Title Level 1: 1. Title Level 2: 1.1Title Level 3: 1.1.1Title Level 3: 1.1.2 Title Level 2: 1.2Title Level 3: 1.2.1Title Level 3: 1.2.2 For this, can the prefix and suffix be variable?Th...
I have generated one document with a table in which the respective owner could set the status to signed-off. Via the cell history we could exactly see when the sign-off has been provided and by whom. Is it possible to get the cell history (for eve...
I don't know about ya'll, but I’m ALL IN for Amplify 2022, September 12-15, at the MGM Grand Las Vegas! A quick reminder that early bird registration is available until July 1, 2022. This year, our conference theme is All In: The Bold Future of Tr...
Let's say you get your YTD revenue from a query. Then you want in a presentation to have a page that takes these results and puts the top 10 clients by revenue in descending order. What are the best practices on how to do this, please?
When I copy content from Workiva spread sheet into Workiva doc file by using control C and control V, the clipboard is not showing, so I cannot select paste as links. Can someone help me out please? Thank you! David
Is there any way to make the notification process quicker? For example, if I request a document and assign it to someone it has been taking around 20-25 minutes for them to be notified/emailed. Thanks in advance for the help!
📆 Date: Thursday, June 30⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event Joining this quarter’s disclosure prep series is Paula Hamric, Professional Practice Partner-SEC Services at BDO, and Steven Brink, Performance Enableme...
Hello - I regularly run into an issue with linking that deters me from using the feature at all. I have several large tables throughout hundreds of documents that I would love to link, but doing so on a cell-to-cell basis isn't helpful, because t...
📆 Date: Tuesday, June 28⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event The energy sector continues to evolve with ever-changing economic, reporting, and environmental expectations. Hear from experts as they discuss today’s c...
I am receiving hidden fact warning errors for two different facts that are NOT in a non-print section. In both instances, the fact that is getting the error in the only fact in its respective section receiving the error, despite there being severa...
Hello, I am looking to solve a consistent issue we have on Workvia where hidden rows are still counted in sum/subtotal formulas. One solution would be for us to use Subtotal 109 excel formula as a check to only calculate visible rows, but Workiva ...
Hello filers! You might have seen this press release drop last week as the SEC passed this final ruling (summary here) regarding amendments to electronic filings. These changes included several items, with the key players being: Foreign filers wi...
Hi, I came across with the SEC final rule on 11-K tagging. I think the rule has a three-year transition period. Does Workiva has a summary of the rule on the implementation date and tagging requirement? Thanks. Ken
📆 Date: Thursday, June 30⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event Joining this quarter’s disclosure prep series is Paula Hamric, Professional Practice Partner-SEC Services at BDO, and Steven Brink, Performance Enablem...
📆 Date: Tuesday, June 28⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual WATCH ON DEMAND About this Event The energy sector continues to evolve with ever-changing economic, reporting, and environmental expectations. Hear from experts as they dis...
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...