Curious if there was already a connector made for Access to bypass using Excel as our data sync intermediary. Thanks!
0
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.
0
How to Hyperlink in a Presentation?
Respondida
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...
0
Is there a way to sum only visible rows?
Concluída
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...
5
Can WDesk create reoccurring tasks? (i.e., having a task run on a set time - weekly, montly, quarterly)
1
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...
0
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.
0
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 ...
0
Workbook to Spreadsheet transition
Respondida
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!
0
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.
0
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...
0
Using website addresses in filings
Respondida
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.
1
Viewing PBC requests in SOX database
Respondida
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?
0
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?
0
What's a geofence?
Respondida
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!
0
0
Rolling forward from Q1 - MD&A impact
Respondida
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...
0
We are new to WDesk and I cannot find instructions on how to set up a test or to create attributes. Suggestions?
0
Period of report date for a proxy filing
Respondida
What is the period of report date for a proxy filing?
0
Looking to improve SOX narrative formats - anyone want to share or have good source for templates?
Respondida
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...
0
SEC acceptance of filings
Respondida
How do I know for sure when my filing has been accepted with the SEC?
0
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.
0
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...
-1
If so, how is it working for you?
0
