Share your best practices, advice and how-to's for navigating the messy world of SEC, SEDAR, FERC, as well as XBRL and iXBRL!
Below are some commonly asked questions about submitting a filing to the SEC EDGAR site. To stay apprised of any filing issues or announcements, we encourage you to bookmark the EDGAR News & Announcements page and subscribe to our Workiva Status p...
I have noticed that we cannot resize text block when the text is a destination from other file. Some parts of the text relates to other policies and we don't need them to be added into certain text block, however it seems if the text is linked we ...
Question on if certain numbers need to be tagged...for example, "The initial conversion rate for the notes will be XX shares of the company's stock per $1,000 principal amount." Does the $1,000 need to be tagged? Further...""...at a cash redemptio...
If a company moves locations and they have the new address (tagged) on the cover page as well as the old address, does the OLD address need to be tagged or no?
We are working on including NL GAAP XML integration into our Financial statements, however before making any actions I would like to understand few things: We have working XML spreadsheets for micro and small companies in other template, however ...
Hi Team, What is everyone's best practice for when you export 10-Q/K and removing the electronic signature "/s/ [Insert Person's Name]" to be prepared for signing in Adobe/Docusign? Hoping Workiva can create a functionality that can export and re...
Hello, One of my exhibits for my filing renders best as a PDF. Am I able to hyperlink this PDF within my exhibits or do I have to use a different file format in order to be able to hyperlink. Thanks in advance!
Hi, When we tag a text XBLR note that starts at a title or subtitle, it is not taking the list number or letter in the mapping. Attached you will find an image Thanks in advance. Regards.
We plan to file the glossy, design-heavy version of the report on EDGAR as part of the 6-K htm file. Are there any restrictions on filing a glossy version? We noticed other companies filing 6-K quarterly reports tend to submit non-glossy versions...
Hello, I have tagged "10 years" using the ISO P10Y, however, it comes out "10.0 years". Do you know how I can change to a whole number as I cannot see this option in Period options. Thanks Barbara
Is visibility to your filing credentials password a setting? or is it not allowed for security purposes? other applications (not speaking of Workiva here) give you an option to see your password as you are typing it. Is this not possible for our ...
Below is our meeting recording from our Level Up session held on Oct. 16, 2024. This session focused on SEC Filing and we covered a few key topics, including hyperlinking your Exhibit Index, EDGARizing PDF, tips for the filing walkthrough, and EDG...
Hello, We have to submit a TRS and when we've tried submitting one years before there was an error that the file was too big. However, we don't remember if the error was that individual pictures within the file were too large or if the file as a w...
Hi Team we have an error in an XBRL file specifying These mandatory concepts can not appear in a hidden section: Description Of Nature Of Financial Statements. However the word used to tag this fact is not hidden so I am not sure why the error is ...
On all our documents we receive an Error message when we try to file the XBRL file with South African CIPC - Monatory elements should not be tagged in hidden section of ixbrl document 1. Per the XBRL generator there are no errors 2. There are no...
For Forms 144 there's no "generate" files tab therefore when they make changes and try to check their html it won't show all changes. We repackaged the filing and it populated the correct data to their current documents (spreadsheets).
Have you run into a new error message related to external references in your document? We are here to provide some helpful tips to assist in locating the hyperlink as these errors are often tricky to address as they do not provide a direct link...
Hi, We received a copy of the SEC Sample Comment Letter on XBRL. It is given in the below. SEC.gov | Sample Letter to Companies Regarding Their XBRL Disclosures[1] Below is one of the point from the letter. We note that instead of using an XBRL e...
Maybe not a game changer, but it is a nice improvement to see that I no longer have to input afresh the notification emails when creating a new period's filing. Thank you.
Hello, Is there way for those of us in the UK who are using the XBRL tagging for HMRC to test that our submission will not fail when we submit to HMRC? Thank you. Zan
Hello filers! As a reminder, the EDGAR system and SEC mailroom will not receive, process, or accept filings on May 29 in observance of a federal holiday. EDGAR filings that have already been posted to the website will be accessible as usual. View ...
Hi, I have a very strange exhibit, in that it is a workiva document that is not be included in the 20-F filing, nor supplied to the SEC. I need to hyperlink it, so I have done to the workiva document (which seems fine). The trouble is that I have...
Should the period of the report we input when filing still be the future dated annual meeting date or has this changed and should now be 12/31/22 to match XBRL tagging?
My team is working on tagging the new footnote requirement for supply chain financing arrangements and was wondering if anyone has found a tag to use within the 2022 GAAP taxonomy or if a custom tag is needed for the time being. If custom how do y...
Hello filers! We've been seen a rise in some issues related to images in filings. To help you stay ahead of these, and resolve them quickly, we wanted to provide some tips for you below. But first, here's the details. SEC Image Requirements All im...
Hi, I am curiously to find out if there is specific rule in XBRL if tagging is needed when we present words like "no" impact or when we say a period not to exceed "12 months" or "1 year" in 10Q/10K. Any insight is appreciated. Regards, Ken
I can't find it now, but I could swear that I saw a post or article somewhere about EDGAR allowing more fonts. In the past, our filings always rendered in Times New Roman, but apparently, between our Q220 and Q320 10-Qs, they started rendering in ...
A change to which roles can test file in the Workiva platform recently rolled out. As noted in this release note, some existing roles were updated ensure that all users who may need to test file have the ability to do so. Any user with one of the ...
Any chance you just change the date one time and it carries all the way through for you with almost every part that is tagged for an 8-k on the earnings release? You would only adjust for any that need to be re-adjusted? Seems time consuming to ch...
Did you know that Workiva offers an ISO 8601 conversion tool on the Support Center? It's true! Visit this Help article to use our fabulous calculator and put it through its paces. And rest assured, it has been fully tested and approved by the Work...