On December 20, 2021, the SEC filed a complaint against five Russian nationals alleging they stole corporate earnings announcements by hacking into the systems of two U.S.-based filing agent companies. Workiva was NOT involved and our customer’s d...
Hi, I'm aware that there's a page that describes most of the Workspace roles, but there are a couple that are not mentioned. Can someone clarify what the following roles entail? + Dashboards ( Full ) + Data + PBC Requests + Reports ( Full ) + Tes...
❄️ From our Workiva family to your, we hope everyone enjoys a restufl and happy holiday season! ☃️
Hello Workiva Filers! This year, the Christmas and New Year's holidays fall on the weekend, and as result the federally observed dates are the following Monday. And a reminder that effective last year, Christmas Eve is also an observed federal hol...
Over the holiday season, our fabulous Customer Support team will strive maintain 24/7 access globally. While Dec. 24, 27, 31, and Jan. 3, 2022 are observed holidays, our team will be still available 24/7. However, there will be limited access opti...
Hi, just wondering if anyone has tagged the derecognition of ROU asset/liability in the past? Not sure which tag to use, if there are any appropriate USGAAP ones available. Thanks
Hi, Currently, when users want to make bulk changes in the platform via search and replace, they have to search the entire range and press "replace" once for each cell to be changed. This functionality is very inefficient, Workiva should have a "r...
I want to set up a workflow 'process' for the stat accounts. The numbers are prepared in a spreadsheet linked to a document. There is a first review in spreadsheets and a second review in the document. Presumably I cannot set up a task where the ...
Hi, When I exported the file, I have to change the page layout section below. I was wondering if it is possible to save my own export options. so I dont need to adjust it again when I want to export the same file.
I was hoping to remove the old Power of Attorney forms associated with our current filers as well as for the inactive filers. I have tried deleting them through the supporting documents section. However, I keep getting a message that the support...
Enjoy this new, updated all-in-one 2022 SEC Calendar of Filing Deadlines Designed for public companies required to submit filings to the U.S. Securities and Exchange Commission, this calendar highlights key SEC filing deadlines at a glance. Now yo...
Task is to pull the latest file from a table, and upload it on a sftp server in .csv format. List File command lists the different files present in the table (imported or staged) but the task is to pull that latest file with data and then upload i...
We have recently started using attachments (both pdf documents and Excel spreadsheets) in our 10-Qs and 10-Ks to simplify the review process. However, the system seems to be slowing down considerably and has gotten somewhat glitchy (links not upd...
https://workiva.wistia.com/medias/4xplem843b About this webinar As the FERC XBRL® mandate deadline is almost here, Workiva understands this can be a busy and stressful time. Join several of our Energy experts for a webinar that will help give you ...
Though slightly improved from 2020, I think many of us would say that 2021 was just "ok". Each month seemed to add a bit more normalcy, coupled with some of that pandemic flare. Still, though, there were plenty of bright spots this year both for t...
Is there a self-service method by which I can update the drop down menu options for an existing field in my Audit form? For example, our Audit form has a 'Status' field with drop down options of Open/Closed and our Issue form has a 'Category' fiel...
Hi Team, Could you please advise what version of Apache log4j version has been patched on Workiva? Thanks, Neelima
Hello, Are there any examples out there as to how clients have used the Wdesk Sync for connection to the Workday ERP? I'm looking to build spreadsheets that mirror wdesk workbooks that will pull in data from Workday, which would then be able to be...
Hi again, Hyperlinks can be set in style guides but once the hyperlink is applied, a generic colour/underline is used and this cannot be changed or styled afterwards, will be editable soon?
Hi, Is there a way the sequences or changes can be made in y-axis for charts? For eg: Instead of 0 , 40, 80 range in the y- axis can we update the sequence as per our own requirement Thanks & Regards, Dipti Khandelwal
The 2021 version of the ESEF taxonomy now includes language translations for all Label Roles that are defined in the taxonomy. Previous versions of the taxonomy provided language translations for only the Standard label role and only an English la...
ATTN: EDGAR Filers On December 20,2021, EDGAR release 21.4 will introduce changes including adding new form types, along with the following updates: As part of Release 33-10771, the Commission adopted rules which will require business development...
1. Can we modify the assessment forms and templates? 2. Can we change the current risk scoring from (1-3) to (1-5) and how do we execute it? If so, is a specific role required? 3. Can we rename the nature and basic fields if the client has a dif...
Date Wednesday, December 152:00-3:00 p.m. EST WATCH ON DEMAND Kick off your 10-K season with the SEC Pro Group! We continue our quarterly disclosure prep series by welcoming back Paula Hamric, Professional Practice Partner at BDO, and Alyson Clab...
Hi Team, Are the parentheticals required in balance sheet as now we have iXBRL and we can tag parentheticals and one cell having multiple tags at the face of the document? Is there any particular guidance or requirement where it makes it mandatory...
We've observed some interesting Wdesk behavior, when we linked two cells and the source cell has a leading single quote, the destenation cell the quote is missing. Is that expected?
Hi Team, While tagging Note 1 (Significant accounting policies), we noticed there are different table concepts for each policy (such as PPE, intangibles etc.) but no one common table concept which can be used for all the tags (screenshot below). C...
Hi Team, We were trying to use a dimension axis while tagging an entire table (Level 3) as the same table was disclosed in mutiple sections and were unable to do this in next gen XBRL. However, we did this in old XBRL (Java version). Is this somet...
My organization includes our organizational hierarchy within our 10-K. Our process has been to update the document (which is currently saved in a word document) take a screenshot and then to insert the image into our Workiva document. Is there a w...
[February 2023 Update] Update based on Guidance 2.5.1 of the ESEF Reporting Manual [August 2022]: Since ESEF is a format requirement and is not expected to impact the “human readable layer” of a report, this guidance should not be seen as limiting...
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...
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 ...
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...