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...
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...
We have adopted a new accounting guidance last quarter in Q119, where we make changes to the presentation of the Q119 numbers in accordance to the guidance, but didn’t make conforming changes to the PY Q118 numbers (which is allowed by the new g...
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 I highlight a range of cells, most of which are links but also includes a formula, the formula is also removed. Is this the expected behavior as would have have thought the formula should have stayed?
This is not Workiva related but was hoping some users could help me out. My bank is currently using MPC to input our budget (we also upload our actual figures daily) but we are not happy with them at all. I was curious what budgeting system you ...
I listened to the webinar on the Next Generation for XBRL and Filing. In that webinar it stated that the tags are now independent of links and that multiple facts can be applied to the same content. I just wanted to clarify what this means. Exampl...
When using Project 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.
Is there a reason that an export wouldn't include the SS included in the Project? For some reason when we are attempting an export, upon importing we find it's just the Editor portion. The zip folder doesn't have anything for the SS in it either...
Can the PBC Request software be updated to include more than one provider? For instances when I am working with a process owner who has several team member obtaining support for our controls. It would be helpful and effective if those people coul...
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...
We are looking for a way to manage management response to control deficiencies within Wdesk. We would love to hear how other clients are doing this, there doesn't seem to be a formalized way to gather this information from the business owners onc...
It causes an issue when it's at the end of a paragraph and moves half of the word to the next line.
Hello - I found where I can upload a PDF document as backup for a number in my CAFR document. How do I attach the PDF as backup to a number in my spreadsheet instead?Thanks,
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 have one footnote split between two sections and I want to apply a textblock tag for the entire footnote. I added the same tag to both sections, but I receive a duplicate fact error. How can I apply only one textblock tag on multiple (document)...
Hi all, we are trying to re-create the Company's R&D chart (listing projects that are in different phases in each column). So naturally, you would think that creating a table with 4 column would do. However, due to the fact some of the projects ha...
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...
