Single Source Document for 10-Q and 10-K?

• Jason Goshert
• September 09, 2020 20:44

4 votes 8 comments

Does anyone have any design principles they can share?

• Gabe M
• September 26, 2019 15:38

0 votes 6 comments

What do you use for your cash flow?

• Heather Hubbs
• November 16, 2021 17:44

1 vote 5 comments

Disclosure Committee Survey

• Heather Hubbs
• March 30, 2015 19:34

0 votes 5 comments

Best practice for rolling forward from Q3 10Q to 10-K and back to Q1 10Q

• Anthony Miller
• October 02, 2019 19:33

2 votes 4 comments

Is it best to do Variances in the Document directly or link to a spreadsheet

• Ian Smith
• September 20, 2021 22:27

0 votes 3 comments

Outline Labels - How do you use?

• Murphy Sauceman
• June 21, 2021 16:45

0 votes 3 comments

XBRL and Spreadsheet setup

• Christie Kozlik
• December 01, 2018 02:56

0 votes 3 comments

What software do you use for your D&O Questionnaires?

• Peter Molnar
• January 20, 2017 04:09

0 votes 3 comments

Tips for improved image quality

• Ashley DeOcampo
• September 09, 2021 18:56

0 votes 2 comments

Cash Flow in Workiva vs HFM

• Heather Hubbs
• December 03, 2018 20:59

2 votes 2 comments

Footing of Word FS

• John Sheehy
• April 23, 2024 08:22

2 votes 1 comment

Texas Railroad Commission Reporting

• Nick Noble
• November 14, 2023 16:59

1 vote 1 comment

Price Formula - Excel

• Maureen Rivelli
• October 09, 2023 14:40

0 votes 1 comment

Single primary spreadsheet for 10Q or 10K vs. separate spreadsheet for each

• Ashley White
• August 22, 2023 15:55
• Edited

2 votes 1 comment

Reporting Role

• Robin Schoening
• March 13, 2023 18:24

0 votes 1 comment

Proxy/10-K timing - single source sheet

• Jessica Welch
• March 08, 2023 18:33

0 votes 1 comment

Automating Ten Largest Customers

• Dave Goldin
• June 20, 2022 18:15

0 votes 1 comment

Exporting, downloading the reports then importing

• Helen Chen
• May 20, 2022 22:33

0 votes 1 comment

Document cross-check/tie

• Kaitlyn Stephens
• March 23, 2022 21:09

13 votes 1 comment

Linking from Excel based footnote support into W-Desk spreadsheet

• Greg Gaughan
• February 18, 2022 21:00

1 vote 1 comment

Wdesk Sync functionality for Workday

• Kunal Bhatt
• December 14, 2021 22:19

2 votes 1 comment

Image Compression Best Practices

• Anthony Miller
• September 16, 2021 18:37

1 vote 1 comment

Tieout Sheet

• Murphy Sauceman
• December 09, 2019 18:06
• Edited

0 votes 1 comment

Internal reporting within Wdesk

• Brock Lakely
• September 04, 2013 05:20

0 votes 1 comment

Management Representation Letters - Signoff in Wdesk

• Murphy Sauceman
• April 02, 2025 13:57

0 votes 0 comments

Data Gathering potentials

• Mary Anne Zankl Wingert
• June 25, 2024 21:09

0 votes 0 comments

Primary History Tab

• Maureen Rivelli
• February 14, 2023 16:19
• Edited

0 votes 0 comments

Related party transaction disclosure

• Jacky Lee
• October 28, 2021 06:05

0 votes 0 comments

Review of footnotes to tables

• Steve Tuso
• September 28, 2021 21:51

2 votes 0 comments