Megan Kahnk grew up in Iowa, studied accounting at the University of Northern Iowa, and now is based out of the Workiva headquarters in Ames as a Professional Services Team Manager, after working in different cities for KPMG. We asked Megan about ...
why can't we concatenate two cells designated as dates in spreadsheets like workbook? I'm working on transitioning to spreadsheets and the i'm trying to create our dates page. I cannot concatenate two cells so produce the output "September 8, 2018...
Hi, I'd like to know whether there's an easier way to grant External Auditors (EA) view-only access to PBC Requests, than to set permissions individually, as requests are created. Also, as we have different SOX programs undergoing on different reg...
We just rolled forward our Q3 2018 file into the 2018 XBRL Taxonomy and I have one item that is giving me some issues. On the face of our Income Statement, we had the Transportation line tagged as Shipping, Handling, and Transportation Costs....
I am thinking about going this route with my bank. Our external system is very powerful, however, lacks the presentation and charting capabilities that Workiva has. Was hoping I can get some feedback from other users who use this feature. How d...
On the Income Statement, the same Concept is used for sales from products and services, but differentiated with a unique member per the 2018 US GAAP Taxonomy requirements (same goes for Cost of Sales) to avoid a duplicate fact error. However, you ...
is it possible to set default permissions for uploaded files, similar to how you can set default permissions for new projects and documents? it seems that only the person who uploads a file gets owner access to the file and no one else can see it...
This blog originally appeared on Workiva.com, posted July 13th, 2018.As we reach the halfway point of 2018, many initiatives that could reshape financial reporting are starting to gain traction. Regulatory agencies and advocacy groups are taking ...
The "Prefer to have table break after this row" option in Row properties... in Wdesk isn't working. The box is checked, I hit apply, then nothing happens. Anyone else having this issue?
ASU 2016-01 and new taxonomy - since the new equity securities concepts align with the ASU 2016-01 and refer to changes in fair value running thru net income, how do we tag prior period numbers that were equity securities with change running thru ...
I know you should not have links between projects. But is there a way to cross check amounts between projects? For example, amounts reported in the Earnings Press Release are also reported in the 10-Q and I would like to be able to check these in...
We implemented SOX database this fiscal year and are planning to begin using the Issues and Action Plans in the coming fiscal year. Any suggestions on best practices for the numbering of these? Also, does anyone use these for non-SOX issues (opera...
Is there a formatting option to make a 0 show up as immaterial or not material so that we do not have to break the link?
Has anyone use the moving documents between workspace functionality? If so how was your experience? I did this just recently and was excited then went into a dreadful mode- why because I had to reset permissions (specific/detailed permissions) fo...
I created a formula in spreadsheet to return whether a value "increased," "decreased," or "was consistent between periods." My goal with this was to link this to an explanation in the financial document (ie Net revenues increased $XXM for the thr...
When selecting Import - Matrix from File in the SOX testing environment, how do you format the cells? I can click on Edit, however all the options are grayed out and the cells are locked, but I can't unlock them. Dates and dollar amounts do not c...
Inline XBRL (iXBRL) is a technical change made by the SEC that combines the machine-readable XBRL instance document and the human-readable EDGAR HTML document into one iXBRL document. The SEC is encouraging 10-Q, 10-K, 6-K, 8-K, 20-F and 40-F file...
We want to use a part from W-Desk as a repository with all our files of previous years SOX testing. We want to upload them in ZIP-files, which is not possible...somebody else has the same problem/issue? Or how have you resolved this?
Hi, Do you have some recent SEC XBRL comment letters handy? We would like to see what are the areas that the SEC is looking at on interactive data. Thanks.
We have a self-assessment model with about 600 users in our database across 120 audit programs (about 1,900 controls tested each quarter). We have a number of individuals who are in oversight positions that would like to monitor progress each quar...
We have included a risk rating for each control in the database using the "Assessment of Control" area. Is there a way to see this in the actual testing sheet for the control? Since the risk rating impacts sample size, it would be helpful to see t...
Do exhibits to Form SD required to be hyperlinked?
I am not an administrator, but I like to organize the folders/projects in neat way. Also, if I already upload all needed documents to a project (which serve as a binder I guess), why the documents are still showing in the same folder holding the r...
When navigating the filing wizard for Form SD, which period should be used for Items 1.01 and 1.02? Is it the period the report relates to (i.e. 12/31/XX)?
We are looking at filing restated annual financial statements as an exhibit to an 8K filing. Will these financial statements need to be tagged for XBRL purposes? Please say no, please say no...
Hi, Does anyone know how to define "default" to "PortionAtFairValueFairValueDisclosureMember"? The Default was set automatically by Workiva to FairValueDisclosureItemAmountsDomain. I tried to look into this by clicking on XBRL Axis Default. and...
How do I export a listing of all users now that the admin pages have changed due to workspaces?
Example: Current project - Document A + 2016 Taxonomy. Instead of using Migration process to convert to 2017 taxonomy for the project, can we import the 2017 taxonomy which was converted outside of Wdesk and associate with the current project? ...
Is there a way to copy or duplicate multiple slides? I want to create multiple groups of the same # of slides for different regions. I have only seen the option for one slide and when I select multiple slides and click duplicate it only duplicates...
I have several amounts in my document that are not part of my disclosed financial amounts but rather 'what if' amounts (i.e., "the balance of A/R would have been $X if ASUXXX was not adopted"). What convention should I use to tag A/R of $X as it ...
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...