For our Q1 first draft distributions, our executives like to see certain sections of the current Q1 first draft redlined to the prior year 10-K, and other sections redlined to Q3 of the prior year. I am wondering what other Wdesk users utilize as ...
I had issues trying to create a blank space in a preliminary filing for information that would be updated in the final. Originally I just put spaces in, but those spaces would not translate well to the edgar view.I ended up using underscores and ...
I'm exploring the Business Wire option in Workiva. Does anyone have any advice or knowledge on the subject? Does the option to file through Business Wire cost any extra? I know that Business Wire charges for the service but does Workiva charge to ...
I would like to copy and past entire sections of my 10-Q and replicate (e.g. duplicate FNs 2 & 3). I'm sure i can create a new subsection and copy the content, i just wanted to know if i could more easily copy and paste the entire section.
How to create multiple risk for specific control one control. Our framework has the controls which mitigates multiple risk & has multiple risk description. In current set up ,we have to update the all the risks under one risk tittle and risk desc...
This blog originally appeared on Workiva.com on March 14, 2019.Written by Cathlyn Coons.Comprehensive annual financial reports (CAFRs) are the lengthy presentations published by state and local governments, usually online in PDF format, to detail ...
Hello Wdesk community,I'm looking for the "document links" feature , similar to what is available in the Classic version. Does anyone know if this exists, if so, where?Thanks!
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'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.
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?
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...
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...
When using Folder Copy as an admin, what does "copy outline labels" mean? Don't want to lose them, but don't want to duplicate them either!
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...
It causes an issue when it's at the end of a paragraph and moves half of the word to the next line.
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?
It appears that the actual workspace roles differ from the ones in the help topic?Per the help topic (https://support.workiva.com/hc/en-us/articles/360036002431) they are: Workspace admins Workspace members Limited Starters Standards Professional...
I'm using the sigma symbol in a document, but it shows up as a question mark when I PDF, anyone know how I can fix this?
Any feedback would be much appreciated.
I have a single control with several control owners. Are there plans to allow for PBC request duplication within the same control test or to allow a single PBC request to go out to multiple recipients? It is painful to recreate the same request mu...
Hello,Does anyone have experience filing a 10-KT with XBRL tagging? We are transitioning our fiscal year end 9/30 to calendar year end 12/31 this quarter by filing a 10-KT. How would I tag duration type numbers for the 3 months ended 10/1/18-12/...
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I would like to break apart my primary spreadsheet into two spreadsheet, it is currently linked to the K and Q, what would happen if we copied the spreadsheet in wdesk? Would the links move to the new spreadsheet?
Can the print area of a workbook section or spreadsheet be edited with page breaks?When I save the section as a pdf, I want two pages of information instead of the one. The easy solution would be to split the information into two sections. Howev...
This blog originally appeared on Workiva.com on Nov. 27, 2018.Advances in cloud technology have resulted in significant gains for the private sector in terms of workplace collaboration and efficiency, and government finance teams are starting to f...
Hello, I wanted to make sure I am understanding more about XBRL and the workbook setup. Currently we have Quarterly columns and YTD columns for our footnotes. We did that as we were told we needed two separate sections for XBRL purposes. So, eve...
We currently have some slides in our investor deck that change each quarter that are prepared by users that do not have access to Workiva. It'd be helpful to import their slides into the existing slide deck rather than manually recreate them in W...
For SOX testing, I uploaded an Excel file as evidence for a sample, but cannot see comments made in the original Excel file. Is there a way to display these in Wdesk?
Hello Wdesk Community!If you could pick 3 chart types to add to Wdesk, which would you add and why? Post your response in the comments below. Your feedback will help us to prioritize new charts in next-generation Wdesk.Thank you!Kevin WalkerProduc...
With so much going on, we know it can sometimes be challenging to know where to go. To help y’all find what you are looking for we’ve created this resource so you can quickly find hot topics, needed info, useful content, and all the other valuabl...
Note: These tools are available to Data Admins Did you know that Workiva offers you the option to have more control over your data and how they appear in your forms? Did you know that you can create your own fields, name them and place them whene...
Has anyone successfully used Workiva to complete a 10-Q or 10-K tie-out that was accepted by their external auditors and fully replaced a manual tie-out process? Our current process involves printing a physical copy of the filing and manually add...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
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...