We have just recently started using wDesk and want to give our external auditors access to some of our testing. We've added the relevant people as users that have external audit roles; we've put them in a group called External Audit, and we've gi...
Inline XBRL is raising many questions from SEC reporting teams filing in inline format for the first time. What are the advantages to iXBRL? What will your filing process look like in iXBRL? What steps should you be taking to prepare? Look no furt...
Does anyone know if it's required to list the XBRL exhibits in the Form 8-K Exhibit Index similar to Form 10-Q and 10-K Exhibit?
REGISTER HERETuesday, July 232:00-3:00 pm CDTIn a rapidly changing and increasingly competitive business environment, it is crucial to provide stakeholders with accurate information in a timely manner. However, existing processes for reporting may...
Hi everyone. I'm trying to remove the trailing space at the end of a linked cell. The source cell does not have any spaces, and the number is pushed far against the right border of the cell. However, when I copy over the link to the new cell, desp...
When I follow the template for the Boolean Item type (copied/pasted the appropriate box from the template to the applicable field for tagging our cover page and entered in/formatted as text) I get the 'displayed value for this fact is incompatible...
Additionally, are all of these facts required to be tagged on the cover page itself? Or can we tag in the non-print section? Management and I are struggling with the change in format once we tag the cells of a table.
I'm not sure if this questions been asked before but given that Presentations is a relatively new platform feature I'm curious whether or not it's possible to link a set of spreadsheet figures to a table within a Presentation.
Is it possible to delete pages from a document in the evidence viewer after it has been uploaded? Currently the only way I can figure out is to download the document, delete the pages not needed then upload again.
While doing some preliminary ixbrl work for our 2Q19 Form 10Q, I tagged the EIN on the cover page. I am getting an error when I generate. I notice on the tag detail that it should be nine digits, but with the dash it is 10. Do we need to remove th...
I imported two separate spreadsheets into Wdesk and these two spreadsheets are within a Project. Each spreadsheet has multiple tabs within it. What I want to do now is combine these two, so that I am working with just one spreadsheet with multip...
After uploading a worksheet from Excel, the Workiva spreadsheet read some cells that did not have values and then overlayed some formulas I had that were only in the Workiva spreadsheet (the excel file is used only as a data input and formulated v...
I made a few changes to a new gen workbook that I do not like. The undo bottom is now greyed out, Control + Z is is also not working. Can I go back to a previous (autosaved) version and delete the current version?
Hi, we just transitioned to Spreadsheets. Looks like "tasks" is no longer there? Previously we use tasks to assign sections to others and also track the completion. I suppose we can use "comments" in a similar way. Any other ideas?
I want to download files FROM wdesk and all the questions I see are how to import/upload TO wdesk or xbrl downloads. I am particularly interested in downloading visio files so I can edit more easily and quickly than I can do in wdesk, but when I ...
How do I add IPE section to my existing contols?
How do you double tag something in Next Gen inline xbrl?
I am syncing in a schedule and I want to use the rounding adjustment column, but I have 5 columns that need to be rounded and then crossfoot. Is there a way to do this where I can round columns 1 - 4 and then ensure when they add across they agre...
I noticed some companies's K/Q's have a quick hyper link at the beginning of each section to take a viewer to the page of Table of Contents on their SEC filings. That makes viewers conveniently go back to table of contents without having to scroll...
We are pleased to inform you that we are focusing our efforts over the next several months towards improving our SOX Test Form experience. Our two primary areas of focus will be increasing performance, and improving the look and feel of our test f...
Is there a way to export a controls report that details the significance (key vs non-key) for each control?
Can I load notification e-mails from a prior filing in the Next Gen Filing window? Or do I have to re-enter all of the contacts in every filing?
Colleagues are making adjustments (e.g., adding/removing rows) to tables in our financial statements, and this throws off the alternating shading pattern. Is there a quick or efficient way to re-establish the pattern without having to manually sh...
We want to copy-paste from Excel to Document without copying the fond and the its size. How to do it?
Is there a feature in the next gen documents similar to the outline label progress indicator in the Documents?
Has anyone been able to setup a filing package for another member of the team in the same workspace to file under the new filing platform?Under the old filing platform, within a project, under the filing tab I could setup a filing package, test fi...
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...
