Is there a best practice for label suffixes (i.e. bracketed [Abstract], [Line Item]) and whether to include them in the presentation or not? I have seen both.
I'm tagging our new 606 revenue recognition disclosures, and am a little confused by the Axis on the Remaining Performance Obligations disclosure. In the taxonomy tree, there is no domain or members. When I select the Axis, it shows to type the d...
Is there anyway to link wDesk & Hyperion Financial Management (HFM)? Workiva was looking into this several years ago.
I have an 8-K Document set up in Workiva that I want to duplicate/copy in order to retain the format, to be able to work on another 8-K. Can I do this in Nextgen, and if so, how? Thanks.
I've created a stack column combo chart in presentation. I am thrilled with everything except that the legend is in the opposite order as the chart. Is there a way to reorder the legend without changing the order of the items displayed on the char...
Can you use an extension with an extensible list?
Can a "Reviewed" stamp be added to the actual support binder? I would like to be able to send my support binder for review and document who has reviewed it directly in the support binder and not have to open each attachment individually.
I can't find any instructions on how to create a new Audit Program. I am setting up a new ISO 27K Readiness Audit Program and can't seem to understand how to create the audit program and related data to which I can add test forms for each ISO cont...
We are documenting process not before documented and we need to get the processes, risks and controls into Wdesk.
Megan Kahnk grew up in Iowa, studied accounting at the University of Northern Iowa, and now is based out of the Workiva headquarters in Ames as a Professional Services Team Manager, after working in different cities for KPMG. We asked Megan about ...
why can't we concatenate two cells designated as dates in spreadsheets like workbook? I'm working on transitioning to spreadsheets and the i'm trying to create our dates page. I cannot concatenate two cells so produce the output "September 8, 2018...
Hi, I'd like to know whether there's an easier way to grant External Auditors (EA) view-only access to PBC Requests, than to set permissions individually, as requests are created. Also, as we have different SOX programs undergoing on different reg...
I am thinking about going this route with my bank. Our external system is very powerful, however, lacks the presentation and charting capabilities that Workiva has. Was hoping I can get some feedback from other users who use this feature. How d...
On the Income Statement, the same Concept is used for sales from products and services, but differentiated with a unique member per the 2018 US GAAP Taxonomy requirements (same goes for Cost of Sales) to avoid a duplicate fact error. However, you ...
is it possible to set default permissions for uploaded files, similar to how you can set default permissions for new projects and documents? it seems that only the person who uploads a file gets owner access to the file and no one else can see it...
I know you should not have links between projects. But is there a way to cross check amounts between projects? For example, amounts reported in the Earnings Press Release are also reported in the 10-Q and I would like to be able to check these in...
Is there a formatting option to make a 0 show up as immaterial or not material so that we do not have to break the link?
Has anyone use the moving documents between workspace functionality? If so how was your experience? I did this just recently and was excited then went into a dreadful mode- why because I had to reset permissions (specific/detailed permissions) fo...
In Excel, we can use =today() for a cell to display today's date. Is there anything similar available in Speadsheet?
We want to use a part from Workiva as a repository with all our files of previous years SOX testing. We want to upload them in ZIP-files, which is not possible...somebody else has the same problem/issue? Or how have you resolved this?
We have a self-assessment model with about 600 users in our database across 120 audit programs (about 1,900 controls tested each quarter). We have a number of individuals who are in oversight positions that would like to monitor progress each quar...
We have included a risk rating for each control in the database using the "Assessment of Control" area. Is there a way to see this in the actual testing sheet for the control? Since the risk rating impacts sample size, it would be helpful to see t...
I am not an administrator, but I like to organize the folders/projects in neat way. Also, if I already upload all needed documents to a project (which serve as a binder I guess), why the documents are still showing in the same folder holding the r...
Hi, Does anyone know how to define "default" to "PortionAtFairValueFairValueDisclosureMember"? The Default was set automatically by Workiva to FairValueDisclosureItemAmountsDomain. I tried to look into this by clicking on XBRL Axis Default. and...
Is there a way to copy or duplicate multiple slides? I want to create multiple groups of the same # of slides for different regions. I have only seen the option for one slide and when I select multiple slides and click duplicate it only duplicates...
When we are adding a new "member" as part of our tagging, we arent sure if we need to have a definition of that member?
In two of my footnotes, Prior Year data that is not phsyically in my current year document (not presented, not in hidden cells, not in non-printing information) is showing up in the SEC XBRL viewer. Where could these #'s be pulling in from? Othe...
Hello,Can I have a destination link within a source link? The purpose of this is to change only certain words within a paragraph, but we able to link to the whole paragraph so that whenever these words are changed through the destination links, th...
Since walkthroughs are done at the process level (one transaction from beginning to end) but the Design test phases in Wdesk are at the control level, how do you document you design tests, meaning how do you store and document the testing. Do 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...
