What is your favorite Workiva feature?
ConcluídaWelcome to our first of two Amplify 2024 registration giveaways. To be entered into this drawing, simply add your response in the comments below.
QUESTION:
From linking to snapshots, floating images to chains, the list of Workiva features runs deep. And if you’re like me, there are some you couldn’t go without (split to section, anyone?). Whether you’ve been using it since day one or just stumbled upon it yesterday, we’d love to know, what is your favorite Workiva feature and why?
NO PURCHASE NECESSARY. Open to legal residents of 50 Contiguous United States who have reached the age of majority in their state of residence. All federal, state and local laws apply. Void where prohibited. Begins June 17, 2024 at 12:00 pm CST and ends July 19, 2024 at 11:59 pm CST. To enter, entrants must participate in this post with a comment. A total of one (1) winner will receive one (1) Amplify 2024 registration (ARV: $1,495). Odds of winning depend on number of eligible entries received. Sponsored by Workiva Inc., 2900 University Ave., Ames, IA 50010. For full official rules, visit this post.
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Linking was a game changer for us. The history feature and being able to create blacklines to compare versions is also very helpful.
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User centric reports! They make it so easy for our business users to answer the questions we need them to about controls, without having to filter to their own controls. Once they open up the report, their controls are already displayed for them.
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Linking is a game changer for us, being able to have the support a click away makes review much easier and the confidence in the data across documents much higher.
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My two favorite features of Workiva are the graphs and the history function. The graphs help us a ton with our analytics for our financial statements! The history function is helpful for my own purposes of seeing what has changed from one version to another within an actual file without running a blackline.
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I absolutely LOVE the ease of inserting supporting documentation into the working papers!!!! Requesting documents from the auditee within the platform!!!
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As a long time user, my favorite feature is the seamless linking of excel and word into a document that is then converted into a ready to file document.
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Linking 100%
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Definitely the linking and the testing support interface that allows for dragging and dropping of tickmarks and attributes.
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The ability to link your data to your draft creates a more controlled, well governed, and easy to use environment. It was a game changer for us!
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I love being able to keep the table headers with tables below using the "Keep with next" checkbox. Really helps with readability without having to constantly check and manually adjust spacing!
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Love the Roll Forward - gives a complete template for the new year ACFR. Also, if I may add, the linking feature. Change once, publish throughout the document. Keeps data accurate.
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So many great features! Comments makes the review and follow up process so easy, linking between documents and tabs has completely changed how we prepare our financials.
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If i have to pick just one, I would say linking. Linking has enabled my team to quickly and easily update information throughout saving time and effort.
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For me having the ability to have one source of the truth for financial statements that can be linked across multiple reports as needed and the ability to do a connected sheet from/to date within different workspaces is a game changer for my team.
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There is so much to love about Workiva! More recently I've appreciated the sync features which allows data to be brought in effortlessly!
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Definitely Linking!!
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It's a tie - linking for data and comments for report writing - it's saved us so much time with reviews.
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Using the report builder feature has been awesome to easily pull data and present information in a quick and easy fashion.
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Linking and wdata integration with SAP!
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Choosing a favorite Workiva feature is challenging because there are so many to love! At the Miami-Dade County Department of Solid Waste Management, we've used Workiva for three years to prepare our Annual Comprehensive Financial Report (ACFR). The linking feature has been a game-changer, saving us countless hours and reducing headaches. No more back-and-forth with the County's print shop – we can produce a polished, final product right in the database. The Excel-based platform fits seamlessly into our workflow, and the exceptional customer service is the cherry on top. Whether it's the flexibility of floating objects, the ease of live filing, or seamless collaboration with internal and external users, Workiva's features make our jobs easier and more efficient every day. Here's to many more years of streamlined reporting and auditing with Workiva!
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Blacklines! Makes it so much easier for audit and executive review.
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Seeing authorship across a document allows us to easily see where changes were made and reduces the time spent reviewing items that are not expected to be updated.
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I love the formatting of formulas to show "as displayed"! It really helps with footing/cross-footing, internal consistency, and easy identification of numbers that may need to be force-rounded.
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Linking and XBRL tagging.
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Linking is fantastic as we are not able to connect our ERP directly to workiva, at least we have only one source of manual entry.
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While linking is essential, the sync function has become my favorite feature for efficiency! It also gave us some leverage to get PBC providers to provide consistent data. :-D
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Linking - Having a single source workbook that links to all our reports and documents is an incredible time saver for us. I could not imagine going back to a world without this feature!
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While there are so many great aspects of the Workiva platform, the best for me is the linking between spreadsheets and documents. In my SEC workspace this allows my team and I go work as efficiently as possible from our GL to the quarterly earnings release, quarterly investor presentation, and 10Q/10K.
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Linking and attachments that make everything simpler quarter over quarter.
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EVERYTHING! From track changes, blacklines, linking, comments, etc. from the moment I started using Workiva/webfilings (almost 10 years ago?!). I also went to the first Amplify when it was in Chicago and would love to go to Denver!
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