I would like to copy and past entire sections of my 10-Q and replicate (e.g. duplicate FNs 2 & 3). I'm sure i can create a new subsection and copy the content, i just wanted to know if i could more easily copy and paste the entire section.
How to create multiple risk for specific control one control. Our framework has the controls which mitigates multiple risk & has multiple risk description. In current set up ,we have to update the all the risks under one risk tittle and risk desc...
This blog originally appeared on Workiva.com on March 14, 2019.Written by Cathlyn Coons.Comprehensive annual financial reports (CAFRs) are the lengthy presentations published by state and local governments, usually online in PDF format, to detail ...
I saw that the SEC issued a final rule on March 20th that impacts inline xbrl tagging on the cover page. Basically, for the Form 10-Q, we need to tag everything on the cover page and add the title of each class of securities, exchange on which the...
Hello Wdesk community,I'm looking for the "document links" feature , similar to what is available in the Classic version. Does anyone know if this exists, if so, where?Thanks!
Hello, I have a table with a relatively long title, and for some reason the title wraps to the next line even though it has space to be on one line. I can adjust the first line indent to be negative, which would get it to fit, but then the title i...
I am trying to add xbrl tagging for the new asset account (we call Operating Lease Assets in my company) on the balance sheet (due to the new lease rule ASC 842), but not sure which line item concept should i choose in Taxonomy Analyzer? Anyone ha...
I'm looking for any tips and tricks related to the Issue and Action Plan sections of the SOX database. We are getting ready to use this feature and are looking for some best practices.
Hello, I am trying to figure out how to get my parenthetical section under a the equity statements similar to how my balance sheet is presented below. I cannot seem to get it to move nor can I even delete it now. Any suggestions?
Watch this video to see how Wdesk can help internal audit professionals. Learn how you can create greater efficiency in internal audit processes and stay confident in the work you present.https://workiva.wistia.com/medias/8pvs2xnejbFor more inform...
I would like to use label references for my future amortization expense table so that I can make sure that the row descriptions in the xbrl outline match the table in the document. For this particular table, the row descriptions are years and I te...
Hi all,I am sure most of you are on the same boat on this. Currently we are filing our earnings release and 10Q/10K using the same support document. We have one excel spread sheet in our internal share drive that is linked to the Workiva supportin...
We are getting a non-critical error that in the extension taxonomy shows Available-for-sale Securities, Amortized cost-basis as a calculation component of available-for-sale securities. This is the opposite of a calculation defined.Has anyone ev...
When using Folder Copy as an admin, what does "copy outline labels" mean? Don't want to lose them, but don't want to duplicate them either!
After the amendments to the smaller reporting company definition, we are now both an accelerated filer and can follow SRC rules for scaled disclosures. We have checked both boxes on the cover page of our 10Q/K . In the DEI we have an Entity F...
Last year, we filed as an accelerated filer. This is our first time changing from accelerated to non-accelerated.
Please help! After control owner submitted doc for a population request, the request status changed to Complete and I do not have the option to modify or return the request. PBC audit trail screenshot attached.
How do I properly tag age in IXBRL? For example, if you were to say "Company XY employees are eligible to receive benefits after age 55 with 10 years of service? What's the correct format to enter the "55" for tagging? Would the concept used be in...
It causes an issue when it's at the end of a paragraph and moves half of the word to the next line.
I'd like to create IPE reports on a process level. A report that will pull of the fields from the "Documents" section of the Data tab that we have aligned to a process or key control. Is this possible?
I am working in a spreadsheet and I am attempting to connect it to a data set and both the Connect and Data Set are grayed out. Is there a reason for this? I have been able to connect other sheets to Prep with no problems.
It appears that the actual workspace roles differ from the ones in the help topic?Per the help topic (https://support.workiva.com/hc/en-us/articles/360036002431) they are: Workspace admins Workspace members Limited Starters Standards Professional...
I'm using the sigma symbol in a document, but it shows up as a question mark when I PDF, anyone know how I can fix this?
This is the error I get: "You are unable to change Track Changes settings because it is currently on for this document. Please contact an Owner of this document for assistance". When I go into File/Document Permissions owner is checked off right n...
Any feedback would be much appreciated.
I can see where I can put a non-breaking space between (for example) 158 million via a checkbox in the "format link" section; however, I don't see where you can do the same for percents (58 percent). Is it possible?
My team and I uploaded a pdf of our investors' presentation to an 8-K but then could not Edgarize it. The "Edgarizing in progress" window got stuck on either the 2nd or 3rd "bar", and eventually did not yield any htm or jpeg files in the correspon...
I have a single control with several control owners. Are there plans to allow for PBC request duplication within the same control test or to allow a single PBC request to go out to multiple recipients? It is painful to recreate the same request mu...
Hello,Does anyone have experience filing a 10-KT with XBRL tagging? We are transitioning our fiscal year end 9/30 to calendar year end 12/31 this quarter by filing a 10-KT. How would I tag duration type numbers for the 3 months ended 10/1/18-12/...
Whether it's about Wdesk, your day-to-day, or just a general life-hack, what would be one tip you'd offer up to the other members of the community?
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...