REGISTER HEREThursday, August 152:00-3:00 pm EDTInternal and external stakeholders demand agility and speed in today's business climate, but the financial close process remains constrained by time, errors, and process inefficiencies. Over the last...
Wondering if you, or someone in Community, could shed some light on a couple of issues I'm having. For the EntityFilerCategory, I'm getting this error "ixt.formatError". And for the EntityIncorporationStateCountryCode, we don't disclose a state pe...
Our iXBRL 10Q test filing preview doesn't show the inline XBRL document, just the typical HTML version. Is that normal? The XBRL generation panel shows it as iXBRL. Thanks!
The client had uploaded sample selections via PBC request sent by us and it shows that the task in 'Sample' as completed. The client wants to upload more files in the same request using ‘upload additional files’ functionality, however, it is grey ...
Hi All,We are working on moving some of our statutory reporting documents into Wdesk - what we are puzzling over currently is that some documents are required to have barcodes, which are currently generated through a font in Word. Unless I've miss...
Hey Mike, If there was an easier way to size tables for presentations, for example adding a "table settings" tab on the right that allows you to select the number of rows and columns you would like in your table, as well as adding the capability t...
For the dei:SecurityExchangeName concept, the XBRL rendering correctly transformed "Nasdaq Global Select Market" to "NASDAQ" on the XBRL viewer rendering, but it is showing up as "ixt:formatError" in the iXBRL tag. Any ideas on how to fix this? ...
Attention all Chrome users :)Wanted to let you know about a recent update to Google Chrome® regarding Adobe® Flash® Player.In Chrome version 76, which was released today, there's an additional one-time step that was added to require users to turn ...
We have some locked cells in our worksheet that were intentionally locked because we do not want data to load into those cells. However, we had some cells that were mistakenly locked. When the data was updated, those cells did not update because...
Hello,I am curious whether visual presentation within the SEC Viewer matters anymore (post-iXBRL)? For instance, if I have a footnote detail-tagged with all of the correct tags, labels, etc., but the presentation shows up sloppily/out-of-order as ...
Is there a way to keep the original source links in copied documents, spreadsheets, etc. rather than having those links linked to a copy of the source file (i.e. moving links from "IRP Data" to "IRP Data (1)" )
Looking for some tips and tricks on best practices and most efficient ways to set up internal management reporting decks, or any "other" projects
Is there anyway to bring in an Word doc exhibit from a third-party so that it is not editable but has the ability to be defined as an exhibit?
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...
In step one "Export XBRL" of the taxonomy migration, it says there are deprecated concepts, but none are identified in the XBRL document check or the XBRL generation validation results. Is there a step I am missing? Thanks.
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...
Hi, just want to get a feeling from the community on how everyone is reviewing iXBRL (embedded). We typically review the Wdesk Viewer and the SEC Viewer in Wdesk. Is it still necessary to review the concepts individually from the iXBRL (embedded...
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...
The number is 1,235 and I want to link to the document to show as 1,000 or if the number is 1,560 to show as 2,000. Can this be done? Any solution is appreciated.
I am trying to create a new test phase on an existing test form for a remediation. The title of the test phase I want to add does not exist in the drop down. Does anyone know how to create a new test phase that does not already exist?
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...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
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...