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 ...
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 ...
Hello I wanted to know in sox testing while making annotation on supporting is there any option to adjust "Green Bubble" Height and weight ? coz i am having test step and attribute number like 1.A.1.2 but green bubble only show 1.
I have a sheet within a spreadsheet where users receive instructions to complete details in another sheet. It would be great if they could click a link and bring them directly to that sheet.
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 ...
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.
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...
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...
Hi! How would I add a new reviewer to the drop-down list available for reviewers in a test form? I am an account admin and have given the user permission to view/edit documents, and they have a manager/reviewer role as well. Thanks!
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...
We are documenting process not before documented and we need to get the processes, risks and controls into Wdesk.
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 ...
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...
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...
We just rolled forward our Q3 2018 file into the 2018 XBRL Taxonomy and I have one item that is giving me some issues. On the face of our Income Statement, we had the Transportation line tagged as Shipping, Handling, and Transportation Costs....
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...
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 ...
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...
This blog originally appeared on Workiva.com, posted July 13th, 2018.As we reach the halfway point of 2018, many initiatives that could reshape financial reporting are starting to gain traction. Regulatory agencies and advocacy groups are taking ...
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?
ASU 2016-01 and new taxonomy - since the new equity securities concepts align with the ASU 2016-01 and refer to changes in fair value running thru net income, how do we tag prior period numbers that were equity securities with change running thru ...
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...
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...
Is there a formatting option to make a 0 show up as immaterial or not material so that we do not have to break the link?
Has anyone use the moving documents between workspace functionality? If so how was your experience? I did this just recently and was excited then went into a dreadful mode- why because I had to reset permissions (specific/detailed permissions) fo...
I created a formula in spreadsheet to return whether a value "increased," "decreased," or "was consistent between periods." My goal with this was to link this to an explanation in the financial document (ie Net revenues increased $XXM for the thr...
When selecting Import - Matrix from File in the SOX testing environment, how do you format the cells? I can click on Edit, however all the options are grayed out and the cells are locked, but I can't unlock them. Dates and dollar amounts do not c...
Inline XBRL (iXBRL) is a technical change made by the SEC that combines the machine-readable XBRL instance document and the human-readable EDGAR HTML document into one iXBRL document. The SEC is encouraging 10-Q, 10-K, 6-K, 8-K, 20-F and 40-F file...
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...
