Financial Reporting Tips

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Your place to ask and share expertise on reporting processes with Documents, Presentations, Spreadsheets, and more!

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10Q/10K Subcertification assignments and document review
  • Ashley White
1 röst 4 kommentarer
Em dash for true zero; 0 for rounded figures
  • DJ Berry
0 röster 3 kommentarer
Array Formulas Exporting to Excel
  • Matt Ryan
5 röster 1 kommentar
Table with many links disappearing from the Document
  • Jennifer Endee
0 röster 0 kommentarer
96DPI PDF not outputing images at correct size
  • Glyn Szasz
0 röster 3 kommentarer
Tasks - possible updates in the pipeline?
  • Pat Flanakin
0 röster 1 kommentar
Best Practice for Inputting Prior Period
  • Pam Beesley
  • Redigerad
0 röster 2 kommentarer
Data restatements and archiving historical Data - Best practice using the platform?
  • Lauren Clark
  • Redigerad
0 röster 3 kommentarer
Management Representation Letters - Signoff in Wdesk
  • Murphy Sauceman
0 röster 1 kommentar
Data Gathering potentials
  • Mary Anne Zankl Wingert
0 röster 0 kommentarer
Footing of Word FS
  • John Sheehy
2 röster 1 kommentar
Texas Railroad Commission Reporting
  • Nick Noble
1 röst 1 kommentar
Price Formula - Excel
  • Maureen Rivelli
0 röster 1 kommentar
Single primary spreadsheet for 10Q or 10K vs. separate spreadsheet for each
  • Ashley White
  • Redigerad
2 röster 2 kommentarer
Reporting Role
  • Robin Schoening
0 röster 1 kommentar
Proxy/10-K timing - single source sheet
  • Jessica Welch
0 röster 1 kommentar
Primary History Tab
  • Maureen Rivelli
  • Redigerad
0 röster 0 kommentarer
Automating Ten Largest Customers
  • Dave Goldin
0 röster 1 kommentar
Exporting, downloading the reports then importing
  • Helen Chen
0 röster 1 kommentar
Document cross-check/tie
  • Kaitlyn Stephens
14 röster 2 kommentarer
Linking from Excel based footnote support into W-Desk spreadsheet
  • Greg Gaughan
1 röst 1 kommentar
Wdesk Sync functionality for Workday
  • Kunal Bhatt
2 röster 1 kommentar
What do you use for your cash flow?
  • Heather Hubbs
1 röst 5 kommentarer
Related party transaction disclosure
  • Jacky Lee
0 röster 0 kommentarer
Review of footnotes to tables
  • Steve Tuso
2 röster 0 kommentarer
Is it best to do Variances in the Document directly or link to a spreadsheet
  • Ian Smith
0 röster 3 kommentarer
Image Compression Best Practices
  • Anthony Miller
1 röst 1 kommentar
Tips for improved image quality
  • Ashley DeOcampo
0 röster 2 kommentarer
Outline Labels - How do you use?
  • Murphy Sauceman
0 röster 3 kommentarer
Capturing Notes in Spreadsheet by Market
  • Parth Thakkar
0 röster 0 kommentarer

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