Share your best practices, advice and how-to's for navigating the messy world of SEC, SEDAR, FERC, as well as XBRL and iXBRL!
Has anyone heard an update (or information at all) about iXBRL not working on Internet Explorer 11? I know Chrome is the preferred browser for Wdesk, but I still have to use IE for other applications. I noticed at least a month ago that pulling up...
Is anyone using the state Members to segregate data. If so, which Axis/Domain are you using?
Anyone every had to redact information in an exhibit? If so how do you proceed?
We implemented the TIG for fair value, as part of the 2018 taxonomy migration. I use the All Facts checklist and running into exceptions for the step “Check “number” or “ratio” (e.g., xbrli:pure) unit is only applied to “percentItemType” or “pureI...
I am trying to tag our fiscal period of 52 weeks with FiscalPeriodDuration, but P52W is not recognized as a period duration. Is there a nuance? I found reference to this exact question in another posting, but it is no longer active. The definit...
The company that I work for is looking at transitioning from ToppanMerrill for our filings and instead filing ourselves through Workiva. One of the questions that was asked is how does the process of printing our 10-K work? Our CSM mentioned a 'Pr...
My company is currently exploring opportunities within Workiva to make our SEC Reporting process more efficient. Can anyone share similar experiences or process improvements made?
Attention SEC filers! We wanted to make sure you’re aware of some recent proposed changes to SEC password length.Proposed changesRecently, the SEC released a draft of EDGAR Filer Manual (EFM) version 34, which details proposed changes to password ...
I'm trying to ascertain the possible risks involved with tagging our documents and what, if any regulatory penalties can/will be associated with improper tagging (ex: not using the correct concept for a specific number or what ratio of custom tags...
How should i tag State of Incorporation and Exchange name on the cover page of 8K to meet iXBRL requirement?
Wondering if you, or someone in Community, could shed some light on a couple of issues I'm having. For the EntityFilerCategory, I'm getting this error "ixt.formatError". And for the EntityIncorporationStateCountryCode, we don't disclose a state pe...
For the dei:SecurityExchangeName concept, the XBRL rendering correctly transformed "Nasdaq Global Select Market" to "NASDAQ" on the XBRL viewer rendering, but it is showing up as "ixt:formatError" in the iXBRL tag. Any ideas on how to fix this? ...
Hello,I am curious whether visual presentation within the SEC Viewer matters anymore (post-iXBRL)? For instance, if I have a footnote detail-tagged with all of the correct tags, labels, etc., but the presentation shows up sloppily/out-of-order as ...
Why are the rendering different from the Edgar file, new SECviewer (html + iXBRL) and the old viewer? Do we just ignore these formatting inconsistency, as long as Edgar view is fine? And obviously, as long as tagging is correct? 1. In the Basis of...
In our equity statement our dividends are shown as a negative value to get the visual math to foot. I get an XBRL warning error that the tag us-gaap_DividendsCommonStockCash should not have a negative value. If I reverse the sign then the statemen...
I used the DQ Company project as a template to copy and paste the newly required tags for the coverpage; however, I am getting some errors. Does anyone know how to fix? 1) For "Large accelerated filer" I am getting an error that the the fact ha...
Hi, just want to get a feeling from the community on how everyone is reviewing iXBRL (embedded). We typically review the Wdesk Viewer and the SEC Viewer in Wdesk. Is it still necessary to review the concepts individually from the iXBRL (embedded...
We have a team of six members who contribute in preparation of SEC reporting documents. Currently the various sections, which a particular member need to update are assigned in an excel file and a peer reviewer is assigned too. We are facing follo...
One of the new requirements of the FAST Act is that we will need to hyperlink references to other documents on EDGAR. Since we have references to certain sections of the 2018 10-K within our current 10-Q, I was trying to add these hyperlinks in...
Hi,We are currently evaluating whether to convert to iXBRL in-house or use Workiva for assistance. For those filers in the community that have converted in-house, how long did the migration take in terms of hours required by your team (prep, revie...
I'm exploring the Business Wire option in Workiva. Does anyone have any advice or knowledge on the subject? Does the option to file through Business Wire cost any extra? I know that Business Wire charges for the service but does Workiva charge to ...
After the amendments to the smaller reporting company definition, we are now both an accelerated filer and can follow SRC rules for scaled disclosures. We have checked both boxes on the cover page of our 10Q/K . In the DEI we have an Entity F...
Last year, we filed as an accelerated filer. This is our first time changing from accelerated to non-accelerated.
Any feedback would be much appreciated.
My team and I uploaded a pdf of our investors' presentation to an 8-K but then could not Edgarize it. The "Edgarizing in progress" window got stuck on either the 2nd or 3rd "bar", and eventually did not yield any htm or jpeg files in the correspon...
About phantom tagging (or parenthetical tagging like on BS) which I understand will give up an iXBRL warning. Do I ignore the warning or do I have to somehow retag the hidden facts? Thanks.
Has anyone received the following comment when submitting a 13F filing "The number of documents submitted to the SEC (1 document) does not match the number processed by the SEC (0 documents).
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.
Do exhibits to Form SD required to be hyperlinked?
