📆 Date: Wednesday, June 7⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event It’s been estimated that over half of accountants are introverts, but leadership strategies mainly consist of asking introverts to act like extroverts....
We prepare memos for the auditors which include Attachments that are uploaded into the Document. However we are not seeing the Attachments come through when sending a Review to the auditors.
We've created links in Wdesk spreadsheets, but we need to retain those link capabilities in Excel, is that possible. For example, I have a spreadsheet that has a section for table of contents. Each section is currently linked to a section in the...
In our workspace, any added user is granted the Process/Control Owner role. Right now we have our auditors with both Process/Control Owner and Test roles. Can I remove Process/Control Owner roles from the auditors without affecting their ability...
Taxonomy for the Pillar 3 Data Hub (attached documentation, p. 16-19). This taxonomy will be published in June starting with the pilot phase and it will start to apply by January, 2025.
Hi All - Wanted to share a script that I built to help with pulling in data directly into PowerBI. Note - you do not need Python or Postman. Just add to a blank query in PowerBI and update accordingly. let // Get the bearer token auth_u...
After the Rollforward was completed and our SOX/IC-database was ready for 2023, we noted that controls, that were decommissioned in the prior year still have a link to the current year SOX program in the Evaluation section of the Control Data Type...
What is the process to add a link address in a letter for certifiers to review prior to signing?
The SEC adopted amendments to Rule 10b5-1 under the Securities Exchange Act of 1934 with the Final Rule issued in December 2022 for Insider Trading Arrangements and Related Disclosures. Issuers will be required to comply with the new disclosure re...
Trying to find a specific IP Address on the current configuration is time consuming and problematic. Can you add a feature to either allow us to filter or search on that IP Address list. Additionally, the only way to get that list is to copy the a...
Hello, I was experimenting with using Documents bookmarks to create the PDF outline when exporting. It's working as expected except there's no longer a hierarch for the outline (i.e. Part 1 in our 10-Q will collapse the financial statements under...
Hello SEC and EDGAR enthusiasts! Wanted to share a quick update with ya’ll regarding the Share Repurchase disclosure rule which was approved earlier this month (see https://www.sec.gov/news/press-release/2023-85 and https://www.sec.gov/files/34-97...
We’re better together. Amplify sets the stage for individuals and teams to join forces, share knowledge, inspire one another, and find new and better ways to tackle the challenges they’re facing. Register for Amplify 2023 today! The Amplify globa...
That's right, 10 years ago, we launched the Workiva Community. We envisioned it as the place where our customers and partners could share their expertise, ask questions, get answers, provide feedback, and have some fun with us along the way. I’m ...
📆 Date: Tuesday, May 23⏱ Time: 11:00-11:45 p.m. CDT🌎 Location: Virtual About this Event Beverage Breaks are a series of community-only virtual events designed to provide you and your like-minded peers with networking opportunity where you ...
📆 Date:Tuesday, May 16th⏱ Time: 1:00-2:00 p.m. CDT🌎 Location: Virtual https://workiva.wistia.com/medias/012m1utozm About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Workiva Co...
📆 Data: Quarta-feira, 24 de maio⏱ Tempo: 14:00-15:00 CDT🌎 Localização: Virtual Registre-se aqui Participe da nossa primeira demonstração ao vivo da plataforma Workiva em português! É com muita satisfação que estamos oferecendo aos nossos client...
Has anyone created a formula for Cash Flow Flux for MD&A? Like if the change for operating cash flow decreased, it would say decreased or if it was a negative it would be used in vs provided by?
Hi, I just made a chain that copies the information from an specific region an paste it in another region. The chain does this in all the sheets of a spreadsheet, but I want to add something. I want to know all the times the chain and the values a...
The following instructions are a step-by-step guide with options to incorporate a Proxy Card into a Proxy document. Option 1 - Adding as an image You can add a Proxy card directly as an image to the end of your document by using the Insert→ Image...
The following are steps on how best to add external auditors to your Workiva account. Step 1 — Add Auditors to the Organization In order to have your auditors review files in your Workspace, they first need to be added to your organization. But ...
Hi All, I was working on tagging some information about derivatives, but I'm running into a duplicate fact error because I am required to use the extensible enumeration related to the concept. Basically, I have two values that are using the same c...
Is there a way to include a placeholder in the file section of a Workiva instance? We are creating file structure templates within our Partner account to be shifted to client instances. Being able to create a placeholder where you can, at a late...
After a request has been sent, if I update permissions and assign another "Owner", "Editor", or "Viewer" on the request, will the be notified? Will there be an option to update the "Notify Others" box after a request has been sent? And if someone ...
Hi we have an issue with the table content numbers link. We have the current table of contents. On the footnotes section, the right column is supposed to show 8-14 which is linked to "bookmark page number" and shows the page range 8-14. But now i...
Hi, Is there any way that I can import the Control owners in Workspace to add to the Group Under "Members" tab of Classic Certification module?
Great news! The FERC 2023 Taxonomy is now available in the Workiva Platform and has been enabled on all FERC related Workspaces. Workiva identified issues with the FERC Validations and Viewers after the initial April 5th Announcement on the FERC e...
I'm a newbie for Workiva Section 16 For a Form 4 - I want to delete the first row of 4 in Table II - Can you do that?
Hi!! I want to store the column number where a specific value is located in a cell of a spreadsheet with chains in Workiva. Is it possible?
📆 Date: Thursday, May 11⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event This program is designed for Certified Public Accountants, other accounting professionals, and financial professionals. This course will provide an over...
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...