One of the new requirements of the FAST Act is that we will need to hyperlink references to other documents on EDGAR. Since we have references to certain sections of the 2018 10-K within our current 10-Q, I was trying to add these hyperlinks in...
how to tag non-cash transactions for lease liabilities arising from obtaining right-of-use assets?
Hi,We are currently evaluating whether to convert to iXBRL in-house or use Workiva for assistance. For those filers in the community that have converted in-house, how long did the migration take in terms of hours required by your team (prep, revie...
Wdesk Internal Audit - I want to create a bar chart to display all past due controls. I do not find any filter which can filter dates less than today. Is there a way to do it? - Wdesk Version 1.5.1166
I have an entire Note that is tagged with an XBRL text block. I have clicked on the "Move" button in the tagging box to verify that all content has been selected from beginning to end. However, when I review the XBRL viewer under "Notes to the Fin...
Our latest 10K filing (12/31/18) is not available on the Taxonomy Analyzer. I see that a number of our competitors' 12/31/18 10K have been loaded. Is it likely that it will be loaded?
A member of my team recently accidentally deleted a sheet from our Wdesk Spreadsheet. This sheet had the ledger pull information for reporting segments and contributed to about 10% of our 10-Q. All sections of our 10-Q and 8-K where the segment in...
For our Q1 first draft distributions, our executives like to see certain sections of the current Q1 first draft redlined to the prior year 10-K, and other sections redlined to Q3 of the prior year. I am wondering what other Wdesk users utilize as ...
I had issues trying to create a blank space in a preliminary filing for information that would be updated in the final. Originally I just put spaces in, but those spaces would not translate well to the edgar view.I ended up using underscores and ...
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I'm exploring the Business Wire option in Workiva. Does anyone have any advice or knowledge on the subject? Does the option to file through Business Wire cost any extra? I know that Business Wire charges for the service but does Workiva charge to ...
Is it possible to insert an image or PDF into the Workiva Spreadsheets?I know it's possible in Documents, but have not been able to do it in Spreadsheets.
Is there a way to schedule delivery of a report or dashboard to users?
Register now for this CPE webinar.Thursday, April 182:00-3:00pm EDTLooking for ways to streamline and simplify a dynamic business reporting environment? Hear how one private company transformed their financial reporting in this upcoming webinar.Jo...
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...
I searched and couldn't find this answer elsewhere. Having just been migrated to spreadsheets from the classic version, I no longer seem to be able to add remarks when publishing changes as in the past version. We used this feature to loosely tr...
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!
Is there an ability to create multiple types of mass grants? For example, both option grants and RSU grants? Or do I need to choose one and then manually enter the other one for each reporting person?
When using workbook templates, we are constantly adding to our templates to ensure they are up-to-date. I am wondering if there is any way to run a blackline on templates to show all changes that were made to the old version as proof for an au...
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.
No matter what I do on the cell formatting menu, my selected border colors aren't adapted/recognized. (When I re-enter the cell formatting menu, it's as if I never selected any color but black.) Any assistance would be much appreciated.
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...
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...
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...
