How do you file a Section 16 form in the WDesk platform as a manual file, but NOT have it submitted to the SEC?
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Is there a formula to determine the rate at which the NPV would equal 0 of a stream of payments?
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I am trying to back into a discount rate that would set a the NPV of a stream = 0. Has anyone had experience with this?
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Has anyone received the following comment when submitting a 13F filing "The number of documents submitted to the SEC (1 document) does not match the number processed by the SEC (0 documents).
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Hello Wdesk Community!If you could pick 3 chart types to add to Wdesk, which would you add and why? Post your response in the comments below. Your feedback will help us to prioritize new charts in next-generation Wdesk.Thank you!Kevin WalkerProduc...
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Best practice for label suffixes?
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Is there a best practice for label suffixes (i.e. bracketed [Abstract], [Line Item]) and whether to include them in the presentation or not? I have seen both.
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I'm tagging our new 606 revenue recognition disclosures, and am a little confused by the Axis on the Remaining Performance Obligations disclosure. In the taxonomy tree, there is no domain or members. When I select the Axis, it shows to type the d...
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Updates to the EFM and XBRL Validations
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As we anticipated, some recent updates to the Edgar Filing Manual have brought about some additional XBRL validation checks. Specifically, there are new validation warnings surrounding EFM ruling 6.5.40 and 6.5.42 that are somewhat confusing. The ...
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Is there anyway to link wDesk & Hyperion Financial Management (HFM)? Workiva was looking into this several years ago.
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I have an 8-K Document set up in Workiva that I want to duplicate/copy in order to retain the format, to be able to work on another 8-K. Can I do this in Nextgen, and if so, how? Thanks.
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How do I learn formula syntax?
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I need to understand how to count cells where multiple values are counted. For example I need to count all cells in a column where the cell contains either "Limited" or "Yes". I can't seem to get the arguments to work correctly. Is there a syntax...
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I've created a stack column combo chart in presentation. I am thrilled with everything except that the legend is in the opposite order as the chart. Is there a way to reorder the legend without changing the order of the items displayed on the char...
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How do I enable the XBRL tab?
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My coworkers have the "XBRL" tab at the top of wdesk when editing a project/workbook, but I do not. I've had the administrator grant me XBRL permissions, but the tab is still not showing up. Am I missing something obvious here? I don't see anyone ...
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Dynamic Tables
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I am in the process of building a dashboard to show the status of our who does what schedule. One of my charts it top 5 people with the most things outstanding. Is there a way this automatically updates? I have filtered a table and linked the top ...
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During SOX testing preparation internalauditors need to generate initial information request list, and then follow up what has been received what not, and chase (repeating same process multiple times). It happens that client send some documents ...
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Can a "Reviewed" stamp be added to the actual support binder? I would like to be able to send my support binder for review and document who has reviewed it directly in the support binder and not have to open each attachment individually.
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I'm working on building spreadsheets for our reporting processes. I am curious what is the preferred or best practice for historical data? Previously in workbook we did Index Match formulas to view the historical data and pull in prior periods bas...
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This bog appeared on Workiva.com on Aug. 17, 2018. Written by Mike StarrAt an open meeting on June 28, 2018, the SEC announced a new mandate that many saw coming: SEC filers will soon be required to use the Inline eXtensible Business Reporting La...
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How To Create A New Audit Program?
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I can't find any instructions on how to create a new Audit Program. I am setting up a new ISO 27K Readiness Audit Program and can't seem to understand how to create the audit program and related data to which I can add test forms for each ISO cont...
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We are documenting process not before documented and we need to get the processes, risks and controls into Wdesk.
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Megan Kahnk grew up in Iowa, studied accounting at the University of Northern Iowa, and now is based out of the Workiva headquarters in Ames as a Professional Services Team Manager, after working in different cities for KPMG. We asked Megan about ...
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why can't we concatenate two cells designated as dates in spreadsheets like workbook? I'm working on transitioning to spreadsheets and the i'm trying to create our dates page. I cannot concatenate two cells so produce the output "September 8, 2018...
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PBC Request view-only access
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Hi, I'd like to know whether there's an easier way to grant External Auditors (EA) view-only access to PBC Requests, than to set permissions individually, as requests are created. Also, as we have different SOX programs undergoing on different reg...
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I am thinking about going this route with my bank. Our external system is very powerful, however, lacks the presentation and charting capabilities that Workiva has. Was hoping I can get some feedback from other users who use this feature. How d...
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On the Income Statement, the same Concept is used for sales from products and services, but differentiated with a unique member per the 2018 US GAAP Taxonomy requirements (same goes for Cost of Sales) to avoid a duplicate fact error. However, you ...
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is it possible to set default permissions for uploaded files, similar to how you can set default permissions for new projects and documents? it seems that only the person who uploads a file gets owner access to the file and no one else can see it...
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The "Prefer to have table break after this row" option in Row properties... in Wdesk isn't working. The box is checked, I hit apply, then nothing happens. Anyone else having this issue?
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I know you should not have links between projects. But is there a way to cross check amounts between projects? For example, amounts reported in the Earnings Press Release are also reported in the 10-Q and I would like to be able to check these in...
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We implemented SOX database this fiscal year and are planning to begin using the Issues and Action Plans in the coming fiscal year. Any suggestions on best practices for the numbering of these? Also, does anyone use these for non-SOX issues (opera...
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