I am currently rolling forward an entire project and want to "lock" the prior year spreadsheets. However, when applying permissions to the overall spreadsheet, the new permissions don't "flowthrough" to the current sheet.So, for example. . . even ...
Hi everyone,I'm getting ready to use Workiva for the first time for our SOX testing.Does anyone has a guideline for the set up process?What needs to happen step by step? A checklist would be nice.Thanks,
Since walkthroughs are done at the process level (one transaction from beginning to end) but the Design test phases in Wdesk are at the control level, how do you document you design tests, meaning how do you store and document the testing. Do you ...
Hi there - XBRL related question here. Im receiving an error that says my text block is invalid because it may have been disconnected and needs to be re-added and then to run an XBRL doc check. Well I've done all of those things, including deletin...
I'm linking from spreadsheets to docs. It appears I can only apply 'values only', possibly the amount of data I'm linking is too great? Any way around this?
For those who have made the transition to iXBRL, what were your challenges, pains, etc.? Are there any suggestions or warnings you would offers those ready to switch over?
How do others work around the following differences between workbooks and spreadsheets? A couple of examples, In workbooks we were able to use multiple formats within one cell. For example, italicizing part of a sentence; bold a word, superscript...
Is there a way to typset a proxy in Wdesk rather than having to send it to a traditional financial printer to do so?
In spreadsheets can you blackline from one version to another?
If control wording changes from Round 1 ('R1') to Round 2 - how do you retain the original control wording for Round 1. Ultimately we would like to have the control wording at R1 remain with the testing executed at R1 & the new wording reflective...
Has anyone had to update SOX control numbers during the course of a year? If so, what happens to the previous control numbers?
Will conditional formatting be coming to spreadsheets in the near future? Although available on workbooks, there is a preference to have this work in spreadsheets so that the team can collaborate on one doc.
A few of my tags say 'Frozen XBRL Fact' and are showing in my errors as fact not included in outline. I can see it in the outline, how do I fix this and how did it happen?
I received a filing health check message about my image file being in PNG format. The image says its a .jpg in my project. How do I resolve?
We are filing a 10-K and then an S-8 immediately after. One of the exhibits filed with the S-8 will be pulled from the 10-K. Is there a way to link it before it's filed so I can file one after the other, or do I need to wait until the 10-K shows u...
Note that we are filing a power point presentation, and its my understanding that I should upload it in PDF format onto wdesk. So not sure if I need to add the exhibit number before converting it into PDF.
Hi All, We are in process of finalizing our SOX build and I have a question regarding the import/sampling functionality within Wdesk.We have users globally with various programs they use for the quarterly self-assessment. My question is, Which fil...
Certain tables in my XBRL viewer show as whole numbers, versus in millions (as the vast majority of my tables do). I cannot discern any difference in fact properties driving this difference. Can anyone share their thoughts as to how to show figu...
Curious if there was already a connector made for Access to bypass using Excel as our data sync intermediary. Thanks!
How do I tag a variable interest rate spread on a interest rate adjustment that does not occur until 2021? We have already tagged the current interest rate spread in place.
We have two debt redemption tables for different issues. There are large amounts of text and and details textuals between them. Management would prefer that tables are not combined into a single table. Can I use the same level 3 tag on these withi...
Hi There,We use the wdesk as a platform for our CFO Report Presentation, in this presentation we have a table of contents. Are we able to hyperlink the page/slide numbers to the table of contents? I could not find any information on presentation h...
When doing our rollforwards we put in XX as placeholders so that it can clearly indicate to readers what is still open. However anywhere that we put XX that there is a formula which is dependent of that amount becomes a #value, there should be a f...
What benefits ($, time, etc) have companies seen? I'm also trying to understand how it changes the process on the Business Wire side. If you upload using Wdesk does it take away the type setting done by Business Wire and having to review ther...
We don't see any options other than exporting to excel and formatting the excel file.
I am a new user and want to create WDesk documents from existing Word documents without retyping.
We've set up our data collection templates to include all rows/categories in a table that could have values. However, many tables have rows that may be zero on a given quarter. rather than breaking links to the DC templates and deleting the rows...
Can WDesk create reoccurring tasks? (i.e., having a task run on a set time - weekly, montly, quarterly)
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...
