This is not Workiva related but was hoping some users could help me out. My bank is currently using MPC to input our budget (we also upload our actual figures daily) but we are not happy with them at all. I was curious what budgeting system you ...
I listened to the webinar on the Next Generation for XBRL and Filing. In that webinar it stated that the tags are now independent of links and that multiple facts can be applied to the same content. I just wanted to clarify what this means. Exampl...
When using Folder Copy as an admin, what does "copy outline labels" mean? Don't want to lose them, but don't want to duplicate them either!
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.
Can the PBC Request software be updated to include more than one provider? For instances when I am working with a process owner who has several team member obtaining support for our controls. It would be helpful and effective if those people coul...
Please help! After control owner submitted doc for a population request, the request status changed to Complete and I do not have the option to modify or return the request. PBC audit trail screenshot attached.
How do I properly tag age in IXBRL? For example, if you were to say "Company XY employees are eligible to receive benefits after age 55 with 10 years of service? What's the correct format to enter the "55" for tagging? Would the concept used be in...
We are looking for a way to manage management response to control deficiencies within Wdesk. We would love to hear how other clients are doing this, there doesn't seem to be a formalized way to gather this information from the business owners onc...
It causes an issue when it's at the end of a paragraph and moves half of the word to the next line.
Hello - I found where I can upload a PDF document as backup for a number in my CAFR document. How do I attach the PDF as backup to a number in my spreadsheet instead?Thanks,
I'd like to create IPE reports on a process level. A report that will pull of the fields from the "Documents" section of the Data tab that we have aligned to a process or key control. Is this possible?
I have one footnote split between two sections and I want to apply a textblock tag for the entire footnote. I added the same tag to both sections, but I receive a duplicate fact error. How can I apply only one textblock tag on multiple (document)...
Hi all, we are trying to re-create the Company's R&D chart (listing projects that are in different phases in each column). So naturally, you would think that creating a table with 4 column would do. However, due to the fact some of the projects ha...
I am working in a spreadsheet and I am attempting to connect it to a data set and both the Connect and Data Set are grayed out. Is there a reason for this? I have been able to connect other sheets to Prep with no problems.
It appears that the actual workspace roles differ from the ones in the help topic?Per the help topic (https://support.workiva.com/hc/en-us/articles/360036002431) they are: Workspace admins Workspace members Limited Starters Standards Professional...
I'm using the sigma symbol in a document, but it shows up as a question mark when I PDF, anyone know how I can fix this?
This is the error I get: "You are unable to change Track Changes settings because it is currently on for this document. Please contact an Owner of this document for assistance". When I go into File/Document Permissions owner is checked off right n...
Any feedback would be much appreciated.
I can see where I can put a non-breaking space between (for example) 158 million via a checkbox in the "format link" section; however, I don't see where you can do the same for percents (58 percent). Is it possible?
Can anyone assist whre to find training modules on styling of a document. I need to set up a working document for clients with style sheets etc in already
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...
I have a single control with several control owners. Are there plans to allow for PBC request duplication within the same control test or to allow a single PBC request to go out to multiple recipients? It is painful to recreate the same request mu...
Hello,Does anyone have experience filing a 10-KT with XBRL tagging? We are transitioning our fiscal year end 9/30 to calendar year end 12/31 this quarter by filing a 10-KT. How would I tag duration type numbers for the 3 months ended 10/1/18-12/...
Whether it's about Wdesk, your day-to-day, or just a general life-hack, what would be one tip you'd offer up to the other members of the community?
Viewer Adding Comments
I would like to break apart my primary spreadsheet into two spreadsheet, it is currently linked to the K and Q, what would happen if we copied the spreadsheet in wdesk? Would the links move to the new spreadsheet?
We are in the process of getting group licences this will allow us to use spreadsheets for data collections. Does anyone have any ideas/suggestions of how to attach a sign off or how to get a sign off in the spreadsheet? Thanks in advance!
I am working with a line chart and I added an average line, however I would like to remove the Series label in the legend, so it does not show. Below is the chart I am working on and I would like to remove the yellow line in the legend so it does ...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...
