Since walkthroughs are done at the process level (one transaction from beginning to end) but the Design test phases in Wdesk are at the control level, how do you document you design tests, meaning how do you store and document the testing. Do you ...
Hi there - XBRL related question here. Im receiving an error that says my text block is invalid because it may have been disconnected and needs to be re-added and then to run an XBRL doc check. Well I've done all of those things, including deletin...
For those who have made the transition to iXBRL, what were your challenges, pains, etc.? Are there any suggestions or warnings you would offers those ready to switch over?
Is there a way to typset a proxy in Wdesk rather than having to send it to a traditional financial printer to do so?
If control wording changes from Round 1 ('R1') to Round 2 - how do you retain the original control wording for Round 1. Ultimately we would like to have the control wording at R1 remain with the testing executed at R1 & the new wording reflective...
Has anyone had to update SOX control numbers during the course of a year? If so, what happens to the previous control numbers?
I received a filing health check message about my image file being in PNG format. The image says its a .jpg in my project. How do I resolve?
We are filing a 10-K and then an S-8 immediately after. One of the exhibits filed with the S-8 will be pulled from the 10-K. Is there a way to link it before it's filed so I can file one after the other, or do I need to wait until the 10-K shows u...
Note that we are filing a power point presentation, and its my understanding that I should upload it in PDF format onto wdesk. So not sure if I need to add the exhibit number before converting it into PDF.
Hi All, We are in process of finalizing our SOX build and I have a question regarding the import/sampling functionality within Wdesk.We have users globally with various programs they use for the quarterly self-assessment. My question is, Which fil...
Certain tables in my XBRL viewer show as whole numbers, versus in millions (as the vast majority of my tables do). I cannot discern any difference in fact properties driving this difference. Can anyone share their thoughts as to how to show figu...
Curious if there was already a connector made for Access to bypass using Excel as our data sync intermediary. Thanks!
How do I tag a variable interest rate spread on a interest rate adjustment that does not occur until 2021? We have already tagged the current interest rate spread in place.
Hi There,We use the wdesk as a platform for our CFO Report Presentation, in this presentation we have a table of contents. Are we able to hyperlink the page/slide numbers to the table of contents? I could not find any information on presentation h...
When doing our rollforwards we put in XX as placeholders so that it can clearly indicate to readers what is still open. However anywhere that we put XX that there is a formula which is dependent of that amount becomes a #value, there should be a f...
What benefits ($, time, etc) have companies seen? I'm also trying to understand how it changes the process on the Business Wire side. If you upload using Wdesk does it take away the type setting done by Business Wire and having to review ther...
I am a new user and want to create WDesk documents from existing Word documents without retyping.
We've set up our data collection templates to include all rows/categories in a table that could have values. However, many tables have rows that may be zero on a given quarter. rather than breaking links to the DC templates and deleting the rows...
Can WDesk create reoccurring tasks? (i.e., having a task run on a set time - weekly, montly, quarterly)
It has become our goal to attempt to clear as many extensions as possible within our quarterly and annual SEC filings. I hope to gain some clarification on the implications of extensions. For example, is it a better practice to extend a concept or...
Our internal controls department is concerned with how to explain access for Workiva Support users. If they have access to make changes what controls to we have around knowing if they made a change/altered a document.
My legal team has asked whether or not we can file our proxy statement in both an htm and a pdf? Does anyone have any experience submitting a pdf to the SEC? Thanks.
Hi, I am using the spreadsheets/v1/spreadsheets/{Id}/sheets/{Id}/data API to import the data to sheet from the external data source.I am setting the data in the body of the POST call in JSON format. The import is successful, but he data types are ...
1) Is there a way to turn on smart quotes in spreadsheet? 2) Is there no way to spell check in a spreadsheet? Thanks!
How, if at all possible, could you easily transition from Workbooks to Spreadsheets with having both active? The idea of being able to laterally set up a spreadsheet with our current workbook is appealing. How have others transitioned?Thanks!
For any of your clients filing with iXBRL, are their external auditors reviewing XBRL as part of their audit procedures?
Is anyone using "Workflows" for Audit PBC's? If so, any feedback you can share? I'm looking for a way to gather the necessary PBC its for out audits outside of the usual sharepoint or constant mass emails. Thank you in advance.
"Keep With Next" paragraph formatting does not appear to be functioning correctly when trying to tie a lead-in paragraph to a chart (in this case, a pie chart). We've tested this several times in a section of our document where we've removed all p...
Is there a spell check function with Presentations similar to that within the Documents? We've been downloading a PPTX version of a presentation and will then run spell check, but if errors are found, we then have to correct and re-download. Tryi...
I recently sat down with your Community Manager Mike Davis and learned what makes this witty Iowan tick, and why he loves Workiva and our customers so much. Read on to learn more about Mike.Written by Mitz BanarjeeI’ve heard you’ve been called ‘T...
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...