We have several audits in wdesk, each audit has a checks file to make sure numbers that need to tie actually tie. The only risk we run is that if we don't monitor these we can miss when there is an issue. If it was only one or two files we would b...
The SEC announced that on or about 11/19/2021 they would implement changes to the EDGAR filing process that could impact how third-party software communicates with the EDGAR filing site. The purpose of this update is to add additional layers of s...
Does anyone has a recommendation or best practice of automating related party transaction disclosure in GSR? Currently we can upload the TB with Affiliate codes (i.e. intercompany codes) and map to corresponding COA accordingly. However, there a...
Hi Workiva Team, We are running into an issue where our chain is skipping a command for no reason. This issue only started occurring today and the chain has been unchanged for a few weeks (and this problem did not occur before). Below are 2 screen...
Hello, Ever since the recent update to show more date in the formulas display in next gen document/spreadsheets, whenever I open the link panel in documents, the default is to show the formula details rather than the link properties. It looks like...
Hi, I've noticed inconcistent behavior of values in a spreadsheet if the format of the spreadsheet is set as "Entered in Millions" / "Shown in Millions". For example if you enter number 10 it will be shown as 10 (A1), but if you multiply 10 * 1 it...
Hi, I have a requirement to append the error message in a directory(folder in Ground Runner) every time without over-writing the content. Please advise. Thanks, Madhuri Desai.
Hi all! I’m excited to announce some new learning content on The Learning Hub all bout Workiva’s SEC solution. This new content comes complete with a digital badge as well as the option to take an exam and earn the official Workiva certificate to ...
I had a reviewer this quarter post comments his review copy. He posted probably 30 but only 2 showed up in the Review version. I can see all of them in the Live version. Any feedback would be greatly appreciated. Thanks Brian
This blog originally appeared on Workiva.com on Oct. 13, 2021. Written by Steve Soter. The U.S. Securities and Exchange Commission is expected to announce its proposal to enhance climate disclosure rules, perhaps before the new year, after months...
Hi, I'm trying to create some financial statements whereby mid way through the document every year we receive the auditors report which has to be copied into the document on say page 10 of a 30 page document. The document we receive from the audi...
Hi, I'm trying to increase the size of the header space I'm using on a document. The only work around I can find so far is decreasing the size of the top margin so that the text fits into the header space by default. However this causes the text...
Hi Commmunity team, Does someone was able to follow the step by step instructions to Extract data from Oracle Hyperion Financial Management to Workiva as a file ? I was able to set up all the command lines but when I executed the chain, the below ...
We are excited to announce the winners of our 2021 Workiva Partner Awards!🏆 Global Partner of the Year, Deloitte🏆 Global Technology Partner of the Year, FloQast🏆 North American Advisory Partner of the Year, PwC🏆 North American Mid-Market Advisory...
Check out this month's edition of The Learning Connection newsletter. This month's issues features content related to Wdata, roll forward, sending for review, attachments and Section 16. Not to mention this month's highlighted collection—ESEF! To...
Hi all, I'm looking to create an auto updating page reference within a document, the example is as follows: Please find XYZ results on Page 11. So in this instance I'd want to somehow get the 11 above to update as and when that page may or may not...
Hello, I frequently receive over write Spreadsheet errors when executing my chain. From what I can tell through manual counts, I don't exceed the 2M cells in the spreadsheet or the 50K linked sources. Is there a way to get the total cells/linked...
This quarter, I have stopped receiving email notifications as my contributors and approvers complete their tasks. Was this removed from the functionality? I haven't changed anything with my settings around notifications.
We will be new to using attachments in Wdesk and had a few questions. 1. Can you submit attachments to a document where the submitter only has "view only" access to? 2. Is there a way to print the section of the document and the attachments in th...
Hi Team,I am trying to update data in spreadsheet (already present in Workiva) by using the component "Overwrite Sheet Data" however I am getting below error. Can you please help me resolve the issue Loading data into cell region: A1: Job queued....
The SEC rules say, "All printed proxy statements shall be in roman type at least as large and as legible as 10-point modern type . . . " (17 CFR Part 240.14a-5d). I am curious what font and font size you have been using for your proxy statements. ...
You would think I'd know, but it's not that simple in my organization.
I have a content request in a process that is linked to a section of a document, not a spreadsheet, and it has been marked "complete" by the preparer. I would like to change the approver but am afraid of losing the preparers changes when their com...
I am using a HTTP Get command to make an API call to SAP OData service. We are attempting to pull a set of records for a specified accounting period. The API call is successful, but we are now running into an issue where the SAP OData service is l...
I'm adding a new person to our workspace, I'd like to be able to add them directly to a group so I can apply their permissions, even before they've accepted the invitation, so that they can't see the rest of our files. Is there a way to do this?
Is there a way to sort users? Right now I have 34 users in the workspace and only 12 are from our organization, the rest are from Workiva, and I can easily see this getting out of hand. Is there an option to remove the Workiva users from this view...
The Workiva product team has been working on a Section Lock Edits enhancement and have reached the phase in their development plans where they are ready to start taking requests for their upcoming beta program. To sign up for the Section Lock Edit...
Hi, I am unable to create a table using Chains. The create table task fails with below error Error authenticating with Workiva: Invalid client id: Also whom should we connect to in order to provide access/rights to our id
the client resets Snowflake JDBC connetor password very frequently and suggesting us to use the passoword from Azure key vault for each execution. Is there a possibility? Thanks, Ganesh
I'm trying to Copy / Paste a table from my Workiva Spreadsheet into a Workiva Document, I can copy / paste it fine - but the 'clipboard' doesn't show up in the document so I can not link the two together. Any idea what I'm doing wrong?
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...