Workiva APIs
API Calls stuck on valid Token Besvart

I'm grabbing a fresh access token, and I believe that it has the correct permissions.  However when I do a `get`, it's coming back with `No valid API token provided`: url: https://api.app.wdesk.com/platform/v1/users headers:  user_headers = {  'Ac...

Nick Ryberg All Star
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0
Filing and XBRL Tips
Filing 20-F Besvart

Hi, I have a very strange exhibit, in that it is a workiva document that is not be included in the 20-F filing, nor supplied to the SEC. I need to hyperlink it, so I have done to the workiva document (which seems fine).  The trouble is that I have...

Barbara Beta Buddy Idea Generator Data Management Suite Community Champion
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0
Trainings & Webinars
Advanced Workiva is now CPE eligible

Advanced Workiva is our second course to become CPE eligible! Advanced Workiva combines Workiva features like connected sheets, rounding, and binders to transform your processes. Help bring greater efficiencies to your organization by incorporatin...

Kim Gresham Learning Champion Rock Star Data Management Suite
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4
Amplify
2023 Amplify Besvart

When and where is the 2023 Amplify event?

Stacey Borgstadt Rising Star
4 |
2
Linking
How to refresh the document?

I linked data from an excel in the same folder. However, when I change the data in the excel, the document can not auto refresh to reflect the change. What should I do?

Jasmine Liu
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0
Trainings & Webinars
Demostración en vivo en español

📆  Fecha: jueves, 20 de abril⏱  Tiempo: 11:00 a.m. - 12:00 p.m. CDT🌎  Ubicación: Virtual Registrar aquí   Acerca de este evento Esta demostración en vivo brindará una introducción general al uso de la plataforma Workiva. Cubriremos el seguimiento...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Announcements
Your Guide to the 2023 US GAAP Taxonomy Update

This blog originally appeared on Workiva.com on April 10, 2023. Written by Samantha Azoulay, As of March 20, 2023, the EDGAR system was updated to support the 2023 GAAP Financial Reporting Taxonomy (2023 GRT)  and other SEC taxonomies releases. T...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Documents
Section Pages out of total number of pages Besvart

I need to insert a page number for each section of the documents, I would like it to have the page number of of the number of page numbers for the section and to automatically change if the section pages increase or decrease. Is this possible?   

Wendy Powers
4 |
0
Comunidad en Español
Nueva tipologia de usuario

Necesitariamos un usuario que pudiera ver los cambios on line en los documentos (sin necesidad de generarles un preview que tuviera acceso "limited viewer"), pero que no pudiera imprimirlo en ningún formato, ni pudiera generar milestones o blackli...

ALMUDENA HERNANDEZ QUESADA Idea Generator
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0
Trainings & Webinars
Office Hours: Collaboration Tools Fullført

📆  Date:Tuesday, April 18th⏱   Time: 1:00-2:00 p.m. CDT🌎  Location: Virtual https://workiva.wistia.com/medias/sam0q16lqs About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Workiva ...

Liz Habel Community Moderator Idea Generator Community Champion Management Reporting Workiva Essentials
4 |
0
Workiva Scripting
Potential permission updates needed to your Workiva scripts Fullført

Hi Scripting early adopters, I am reaching out to coordinate on potential permission updates needed to your Workiva scripts.File-level permissions will start being enforced for Workiva Scripts starting on the week of April 24th. You will need to m...

Jesus Bouzada Product Manager
1 |
1
Documents
Document Health Check is no longer flagging .png images

Hi, I have observed that the Document Healthcheck no longer flags .png files as unsupported in SEC. Previously, this flagging helped us save time in troubleshooting, as it allowed us to easily identify and address errors in the .png files. I am cu...

Permanently deleted user Rising Star Beta Buddy
3 |
0
Spreadsheets
Sync & Apple Besvart

Our organization would like to adopt Sync using our spreadsheet.  However, we were told it’s not compatible since we using Apple, only compatible with Windows.  Is there a work around using the sync spreadsheet option or will this be available soo...

Cindy Valerio
3 |
0
Filing and XBRL Tips
DEF 14A - Period of Report Besvart

Should the period of the report we input when filing still be the future dated annual meeting date or has this changed and should now be 12/31/22 to match XBRL tagging?

Michelle Cole Rising Star
3 |
0
Filing and XBRL Tips
Supplier Financing Arrangements

My team is working on tagging the new footnote requirement for supply chain financing arrangements and was wondering if anyone has found a tag to use within the 2022 GAAP taxonomy or if a custom tag is needed for the time being. If custom how do y...

Jennifer Landry
1 |
0
Filing & Section 16
Section 16—Rule 10b5-1 Disclosure Changes for SEC Filers

The U.S. Securities and Exchange Commission’s recent updates to insider trading rules aim to further level the playing field between investors and company insiders who have more information than they do. But the changes also include a few new da...

Liz Habel Community Moderator Idea Generator Community Champion Management Reporting Workiva Essentials
4 |
0
Certifications, Processess & Tasks
Processes - restart entire process

Currently, tasks can only be "restarted" if there is at least one task that has yet to be completed (a workaround we're using). If all tasks are completed in a process there is no easy way to "restart" the entire process, or individual tasks. That...

Jon Neufeldt Rock Star Idea Generator
7 |
5
XBRL and iXBRL
"Unexpected Error" in validation report?

We've encountered an "unexpected error" in our validation report. It is the only red error we have which may stop us from filing, and we are not sure how to fix. This came about when we tried to fix a nesting warning message for an Axis, which had...

Shera Ip Rock Star Idea Generator
1 |
0
Spreadsheets
Ability to export chart spreadsheet

There are times that we have a large date for graphs that are not linked into a spreadsheet. Is there a way to export the live chart spreadsheet as excel?

Permanently deleted user Rising Star Beta Buddy
1 |
0
XBRL and iXBRL
Having concepts in the outline that aren't in the document Besvart

Are there any issues with having extra concepts, member and axis tags in the outline that aren't in the document. I don't think it necessarily causes any validation messages, so we are able to file. Are there any other concerns we should be aware ...

Shera Ip Rock Star Idea Generator
3 |
0
Collaboration Tools
Email notification to preparer when review is done

Hi, I received the email from the preparer when his financial was done in Wdesk.  I then added my review comments to the financial.  Instead of "manually" emailing the preparer about my review having been completed, I can't seem to find a button i...

Helen Chen
1 |
0
Collaboration Tools
No tab structure/hierarchy in next gen binders? Besvart

Hello, We've been using the classic binders for a couple years as a repository for our electronic tie out support.  With the retirement of classic binders coming soon, we were looking into migrating to the new platform.  However, I don't see any w...

Bryan Gregston All Star Idea Generator
10 |
5