We have been wanting to set up sync with Workiva and Yardi for items that come directly from the general ledger to reduce the time it takes to populate the 10Qs and 10Ks. I was wondering about how much time is required to invest in one time setup ...
i can not create a source link on the dates page
Please explain the difference between Next Gen vs the SOX Database. We are currently on the older classic SOX WDesk and I'm confused about the different upgrades that can/need to be undertaken.
Looking to understand when the following features will be available: - support binder in next gen documents - notes sections in next gen presentations
Due to Coronavirus impact, the SEC has offered relief by announcing possible extensions to the required filing dates. Has any relief regarding accelerated filers transition to iXBRL requirements also been discussed or announced?
Hi Team, Can we create multiple destination links within a single spreadsheet cell? If not, is there a way to concatenate data from two cells in one spreadsheet and link them in an other spreadsheet cell?
The SEC has announced an additional 45-day extension on filings through July 1, here: https://www.sec.gov/news/press-release/2020-73. Though this so far not being well used, there has been some questions about it. In general, you should reach out ...
By default, GroundRunners automatically create log files in the \Contents\log\ directory of their installation locations. To ease access to these log files for troubleshooting, you can automatically download a GroundRunner's output.log file to a t...
I am not seeing a save feature with the next gen documents like the classic documents offered. Are changes auto-saved or am I missing the save icon?
The SEC has announced an additional 45-day extension on filings through July 1, here: https://www.sec.gov/news/press-release/2020-73. Though this so far not being well used, there has been some questions about it. In general, you should reach out ...
Our auditors have given us the feedback that it would be very helpful for them to receive an export of our 10-Q/K in .docx format with comments included in the export. Currently it seems it is only possible to export a document with comments inclu...
Our company went public in 2018, we have been diligently working to get up to SOX404 standards. In 2019 one of our major requirements was creating a repository and baseline testing of all of our Key Reports (ITDCs). We are now looking for the mo...
I can see how to import a Word file but I don't understand how to make it an exhibit or convert for the filing in NextGen.
Does Next Gen provide automatic cell/row height functionality in Spreadsheets?
Hi! I have noticed in Next Gen that when I update numbers in the spreadsheet that is linked to the document, the document isn't updated until I press publish on the spreadsheet? In the classic version it updated automatically. How do I fix this?
Does anyone know how you can reconnect a disconnected comment to a document? There is an option to "Move Comment" in the comment list dropdown but it's grayed out.
Is there any way to send a request or a link to an email that will lead back to a document in Next Generation?
When you use an Oracle Hyperion Financial Management (HFM) or Oracle HFM Legacy connection to run the Extract Data to Database command as part of a chain, it asks for a Data Source Name (DSN) input. The DSN provides information about the relationa...
Hi I'm trying to copy a slide that was created on another PowerPoint on Workiva into another PowerPoint. Is there a way I cant seem to see an option.
First and foremost, we care about the health and safety of our employees, customers and partners, and we are taking extra precautions wherever we can. As the COVID-19 situation changes, know that Workiva will always be by your side. Our ...
Does anyone combine derivatives and fair value footnotes? Most peer companies I've researched separate the two - separate is how we currently present it as well. Curious to see a combined footnote.
Whenever I link a cell that has a superscript in it, the superscript formatting does not carryover to the destination even when I select apply formatting. This is happening between two next gen documents. Is there something that I may be missing? ...
When I transitioned Classic Documents to Next Gen Documents, there are some page breaks that automatically occurred. How do I remove page breaks in the next gen documents?
https://workiva.wistia.com/medias/23r3a9vu1v You might have seen my recent posting about some tips for working from home (WFH) or this blog on Workiva.com about the SEC's regulatory flexibility during the COVID-19 pandemic. With many remote employ...
I can resize column widths in SOX & Audit Management but cannot see a way to save the column widths for the next time I'm in the report. Is that possible and if not, is it on the roadmap?
Hello All, Has anyone had success exporting audit data (workpapers, files, etc) from another tool (such as AutoAudit) and then import into WDesk? We were able to export/import our Action Plans, but not the associated files. Other than that, we are...
In next-gen documents, I cannot locate the formatting options for tables, such as line weight, colour and fill colour for cells, or a table as a whole. I have also noticed in the style guide of a document, there is a new "Table Styles" preview sec...
"We like to give people the freedom to work where they want, safe in the knowledge that they have the drive and expertise to perform excellently, whether they are at their desk or in their kitchen." —Richard Branson At Workiva, we’re huge fans o...
We care about your health and safety. In light of growing concerns around COVID-19, we have adjusted our upcoming Workiva events. We are following guidance from the World Health Organization (WHO), the Centers for Disease Control and Prevention (C...
In Next-Gen Documents, it seems that the ability to place two tables side-by-side is no longer available. I can no longer place my cursor to the left or right of a table; only above or below. This is a pretty big issue, since I format many of my p...
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...