We are documenting process not before documented and we need to get the processes, risks and controls into Wdesk.
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Megan Kahnk grew up in Iowa, studied accounting at the University of Northern Iowa, and now is based out of the Workiva headquarters in Ames as a Professional Services Team Manager, after working in different cities for KPMG. We asked Megan about ...
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why can't we concatenate two cells designated as dates in spreadsheets like workbook? I'm working on transitioning to spreadsheets and the i'm trying to create our dates page. I cannot concatenate two cells so produce the output "September 8, 2018...
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Hi, I'd like to know whether there's an easier way to grant External Auditors (EA) view-only access to PBC Requests, than to set permissions individually, as requests are created. Also, as we have different SOX programs undergoing on different reg...
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I am thinking about going this route with my bank. Our external system is very powerful, however, lacks the presentation and charting capabilities that Workiva has. Was hoping I can get some feedback from other users who use this feature. How d...
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On the Income Statement, the same Concept is used for sales from products and services, but differentiated with a unique member per the 2018 US GAAP Taxonomy requirements (same goes for Cost of Sales) to avoid a duplicate fact error. However, you ...
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is it possible to set default permissions for uploaded files, similar to how you can set default permissions for new projects and documents? it seems that only the person who uploads a file gets owner access to the file and no one else can see it...
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The "Prefer to have table break after this row" option in Row properties... in Wdesk isn't working. The box is checked, I hit apply, then nothing happens. Anyone else having this issue?
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I know you should not have links between projects. But is there a way to cross check amounts between projects? For example, amounts reported in the Earnings Press Release are also reported in the 10-Q and I would like to be able to check these in...
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We implemented SOX database this fiscal year and are planning to begin using the Issues and Action Plans in the coming fiscal year. Any suggestions on best practices for the numbering of these? Also, does anyone use these for non-SOX issues (opera...
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Is there a formatting option to make a 0 show up as immaterial or not material so that we do not have to break the link?
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Has anyone use the moving documents between workspace functionality? If so how was your experience? I did this just recently and was excited then went into a dreadful mode- why because I had to reset permissions (specific/detailed permissions) fo...
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In Excel, we can use =today() for a cell to display today's date. Is there anything similar available in Speadsheet?
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Inline XBRL (iXBRL) is a technical change made by the SEC that combines the machine-readable XBRL instance document and the human-readable EDGAR HTML document into one iXBRL document. The SEC is encouraging 10-Q, 10-K, 6-K, 8-K, 20-F and 40-F file...
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We want to use a part from Workiva as a repository with all our files of previous years SOX testing. We want to upload them in ZIP-files, which is not possible...somebody else has the same problem/issue? Or how have you resolved this?
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We have a self-assessment model with about 600 users in our database across 120 audit programs (about 1,900 controls tested each quarter). We have a number of individuals who are in oversight positions that would like to monitor progress each quar...
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We have included a risk rating for each control in the database using the "Assessment of Control" area. Is there a way to see this in the actual testing sheet for the control? Since the risk rating impacts sample size, it would be helpful to see t...
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Do exhibits to Form SD required to be hyperlinked?
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I am not an administrator, but I like to organize the folders/projects in neat way. Also, if I already upload all needed documents to a project (which serve as a binder I guess), why the documents are still showing in the same folder holding the r...
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When navigating the filing wizard for Form SD, which period should be used for Items 1.01 and 1.02? Is it the period the report relates to (i.e. 12/31/XX)?
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Hi, Does anyone know how to define "default" to "PortionAtFairValueFairValueDisclosureMember"? The Default was set automatically by Workiva to FairValueDisclosureItemAmountsDomain. I tried to look into this by clicking on XBRL Axis Default. and...
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Is there a way to copy or duplicate multiple slides? I want to create multiple groups of the same # of slides for different regions. I have only seen the option for one slide and when I select multiple slides and click duplicate it only duplicates...
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I have several amounts in my document that are not part of my disclosed financial amounts but rather 'what if' amounts (i.e., "the balance of A/R would have been $X if ASUXXX was not adopted"). What convention should I use to tag A/R of $X as it ...
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When we are adding a new "member" as part of our tagging, we arent sure if we need to have a definition of that member?
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We are getting ready to file our 2017 Annual Report to Stockholders. Does anyone know if we are supposed to include the exhibits in this filing. It seem that there is quite a bit of diversity in practice.
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What tag should be used for the Cumulative effect of the change in accounting principle on the equity statement? This is related to the recent adoption of Revenue Recognition principle. The tag that I'm looking for is should have a duration type. ...
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In two of my footnotes, Prior Year data that is not phsyically in my current year document (not presented, not in hidden cells, not in non-printing information) is showing up in the SEC XBRL viewer. Where could these #'s be pulling in from? Othe...
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Hello,Can I have a destination link within a source link? The purpose of this is to change only certain words within a paragraph, but we able to link to the whole paragraph so that whenever these words are changed through the destination links, th...
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I am currently rolling forward an entire project and want to "lock" the prior year spreadsheets. However, when applying permissions to the overall spreadsheet, the new permissions don't "flowthrough" to the current sheet.So, for example. . . even ...
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Hi everyone,I'm getting ready to use Workiva for the first time for our SOX testing.Does anyone has a guideline for the set up process?What needs to happen step by step? A checklist would be nice.Thanks,
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