Hi there - XBRL related question here. Im receiving an error that says my text block is invalid because it may have been disconnected and needs to be re-added and then to run an XBRL doc check. Well I've done all of those things, including deletin...
Has anyone had to update SOX control numbers during the course of a year? If so, what happens to the previous control numbers?
I received a filing health check message about my image file being in PNG format. The image says its a .jpg in my project. How do I resolve?
We are filing a 10-K and then an S-8 immediately after. One of the exhibits filed with the S-8 will be pulled from the 10-K. Is there a way to link it before it's filed so I can file one after the other, or do I need to wait until the 10-K shows u...
Hi All, We are in process of finalizing our SOX build and I have a question regarding the import/sampling functionality within Wdesk.We have users globally with various programs they use for the quarterly self-assessment. My question is, Which fil...
Certain tables in my XBRL viewer show as whole numbers, versus in millions (as the vast majority of my tables do). I cannot discern any difference in fact properties driving this difference. Can anyone share their thoughts as to how to show figu...
Curious if there was already a connector made for Access to bypass using Excel as our data sync intermediary. Thanks!
How do I tag a variable interest rate spread on a interest rate adjustment that does not occur until 2021? We have already tagged the current interest rate spread in place.
Hi There,We use the wdesk as a platform for our CFO Report Presentation, in this presentation we have a table of contents. Are we able to hyperlink the page/slide numbers to the table of contents? I could not find any information on presentation h...
We've set up our data collection templates to include all rows/categories in a table that could have values. However, many tables have rows that may be zero on a given quarter. rather than breaking links to the DC templates and deleting the rows...
Can WDesk create reoccurring tasks? (i.e., having a task run on a set time - weekly, montly, quarterly)
It has become our goal to attempt to clear as many extensions as possible within our quarterly and annual SEC filings. I hope to gain some clarification on the implications of extensions. For example, is it a better practice to extend a concept or...
Our internal controls department is concerned with how to explain access for Workiva Support users. If they have access to make changes what controls to we have around knowing if they made a change/altered a document.
Hi, I am using the spreadsheets/v1/spreadsheets/{Id}/sheets/{Id}/data API to import the data to sheet from the external data source.I am setting the data in the body of the POST call in JSON format. The import is successful, but he data types are ...
How, if at all possible, could you easily transition from Workbooks to Spreadsheets with having both active? The idea of being able to laterally set up a spreadsheet with our current workbook is appealing. How have others transitioned?Thanks!
Is anyone using "Workflows" for Audit PBC's? If so, any feedback you can share? I'm looking for a way to gather the necessary PBC its for out audits outside of the usual sharepoint or constant mass emails. Thank you in advance.
I recently sat down with your Community Manager Mike Davis and learned what makes this witty Iowan tick, and why he loves Workiva and our customers so much. Read on to learn more about Mike.Written by Mitz BanarjeeI’ve heard you’ve been called ‘T...
If I want to include my companies website in my filling using www.companyname.com, will this cause a problem with my filing? It doesn't cause a problem in my earnings release, but I wanted to check as this will be in my 10-Q filing.
One of my staff is unable to view tasks i have created and I want anyone on my staff to be able to view these. In this case it was a population PBC. What do I do to change things so everyone can view these?
I approved by PBC and evidence is showing under the sample but the only thing I can do with the evidence is download. How do I open in the viewer so I can mark it up and get this control tested?
I'm experiencing connectivity issues (like crashing, although usually recovering) when working in documents. My activity log says "Location moved too far (geofence_distance_exceeded)". Please explain how to fix!
When rolling forward the first quarter 10-Q project, from the previous third quarter project (which seems to be best practice), what is the best thing to do for the MDA as in Q1 the YTD and QTD discussion will be the same but you still need to pre...
We are new to WDesk and I cannot find instructions on how to set up a test or to create attributes. Suggestions?
What is the period of report date for a proxy filing?
We just finished our first year SOX program as a company (and with Workiva SOX). We, and our auditors were not happy with the layout and detail in our SOX narratives. We basically ended up relying on the RACM and flows. Anyone have a good sourc...
How do I know for sure when my filing has been accepted with the SEC?
For vertical text in EDGAR documents, one method is to prepare the text in an image editor, rotate accordingly, and then drop the image into the cell.
If I am the "owner" of a document can I set permission levels for people I want to be able to access it or do I need to be an "admin" to do that? Can "admins" set permissions for any document even if they are not an "owner"? What are the main di...
If so, how is it working for you?
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...
