http://m.getsatisfaction.com/companies/wdesk_sandbox/topics?page=1 Topics in Wdesk Sandbox 1970-01-01T00:00:00Z 830 673 2 2 0 759 http://m.getsatisfaction.com/topics/7896175 7896175 Release Notes: Jun 1-14, 2019 2019-06-14T15:37:56Z 2019-06-14T15:37:56Z Mike http://m.getsatisfaction.com/people/6382793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11305213/MikeDProfile_medium.jpg michael_d_6078382 <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1785361/9822-jx1b7r.png?1555334812" title="Release Notes" width="650" /><br /><br />The following products and features were included in our recent releases to the Wdesk platform:<br /><br /><b>CHARTS - NEXT GENERATION</b><br />&nbsp; Chart Data Label Placement Improvement<br />&nbsp; Gradient Plot Fill for Next Generation Charts<br /><br /><b>DIGITAL REVIEW</b><br />&nbsp; Document Owners Can Delete Comments<br /><br /><b>DOCUMENTS - NEXT GENERATION</b><br />&nbsp; Removing Section Permissions<br /><br /><b>DOCUMENTS and SPREADSHEETS - NEXT GENERATION</b><br />&nbsp; Improved Copy/Paste<br /><br /><b>INTERNAL AUDIT MANAGEMENT</b><br />&nbsp; Export of Audit Attachments Now Available<br /><br /><b>INTERNAL AUDIT MANAGEMENT and SOX/CONTROLS MANAGEMENT</b><br />&nbsp; Update to Data History<br /><br /><b>TRANSITION TOOLS</b><br />&nbsp; View Transitions in Activities<br /><br /><b>XBRL - CLASSIC</b><br />&nbsp; iXBRL Notice for Large Accelerated Filers<br /><br /><b>XBRL - NEXT GENERATION</b><br />&nbsp; XBRL Profiles Support Multiple Documents<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1445424/24610-6h9suq.png?1467839707" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1445415/24610-1nuku34png1467838648" width="650" /><i><br /></i><b><br />CHARTS - NEXT GENERATION</b><br /><br /><b><i>Chart Data Label Placement Improvement</i></b><br />Data labels that run into the edge of the plot will now maintain the position you set instead of being moved within the document edge. Note that existing charts have also been upgraded to use the improved data label placement. You may want to review and confirm they appear as expected.<br /><b><i><br />Gradient Plot Fill for Next Generation Charts</i></b><br />You can now add a gradient fill to plots in next generation Charts.<br /><b><br /></b><b><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1445418/24610-15w6kuk.png?1467839106" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1445418/24610-15w6kukpng1467839106" width="650" /></b><br /><b><br /></b><b>DIGITAL REVIEW</b><br /><br /><b><i>Document Owners Can Delete Comments</i></b><br />In next generation Documents, collaborators with Owner permissions can now delete comments from a document.<br /><br /><b><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1445418/24610-15w6kuk.png?1467839106" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1445418/24610-15w6kukpng1467839106" width="650" /></b><br /><br /><b>DOCUMENTS - NEXT GENERATION</b><br /><br /><b><i>Removing Section Permissions</i></b><br />You can now remove permissions on sections in next generation Documents. This allows you to restrict access to specific sections, including comments in those sections.<br /><br />To remove access to a section, open a next generation Document then right-click a section in the Document Outline and select Permissions. Next, click the X to the right of the collaborator or group to remove their access to the section. Their permission are still maintained on the document as a whole, and on the other sections.<br /><b><br /></b><b><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1445418/24610-15w6kuk.png?1467839106" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1445418/24610-15w6kukpng1467839106" width="650" /><br /></b><b><br />DOCUMENTS&nbsp;</b><b>&amp; SPREADSHEETS&nbsp;</b><b>- NEXT GENERATION&nbsp;</b><br /><br /><b><i>Improved Copy/Paste</i></b><br />Content copied from Word® and pasted into next generation Documents and Spreadsheets now has improved support for fonts and text styles.<br /><b><br /></b><b><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1445418/24610-15w6kuk.png?1467839106" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1445418/24610-15w6kukpng1467839106" width="650" /></b><b><br /></b><b><br />INTERNAL AUDIT MANAGEMENT</b><br /><br /><b><i>Export of Audit Attachments Now Available</i></b><br />You can now export attachments from an Audit Form.<br /><b><br /></b><b><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1445418/24610-15w6kuk.png?1467839106" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1445418/24610-15w6kukpng1467839106" width="650" /><br /></b><b><br />INTERNAL AUDIT MANAGEMENT &amp; SOX/CONTROLS MANAGEMENT</b><br /><br /><b><i>Update to Data History</i></b><br />Data History moved under Data in the left navigation menu. Also, there are now two options for viewing data history. You can filter and export both views in data history.<br /><ul><li><b>Comparison</b>&nbsp;is the default option that lets you compare changes between two dates. You can select and filter multiple data types to narrow the results. To view full revision details, right-click on a record.</li><li><b>All</b>&nbsp;<b>Changes</b>&nbsp;provides a list of all changes made between the two selected dates.</li></ul> <img height="312" src="https://lh5.googleusercontent.com/I_6_AAz6TgmpamtatMe7FRMErVxb5H55Veovae7-1aRzL-4WouSuv8wWv_BKcKiJ3p0ASwVeHYgjgcycZUJpQZUHeO7IzfwI9NX2cClI3YBtEhFNrem9FsndW7K_AWKha_wWVTiD" title="Image https//lh5googleusercontentcom/I_6_AAz6TgmpamtatMe7FRMErVxb5H55Veovae7-1aRzL-4WouSuv8wWv_BKcKiJ3p0ASwVeHYgjgcycZUJpQZUHeO7IzfwI9NX2cClI3YBtEhFNrem9FsndW7K_AWKha_wWVTiD" width="624" /><br /><br /> For more details, see&nbsp;<a href="https://success.workiva.com/help/controls-management/sox-data/using-data-history" rel="nofollow" target="_blank" title="Link https//successworkivacom/help/controls-management/sox-data/using-data-history">Using Dating History</a>.<br /><br /><b><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1445418/24610-15w6kuk.png?1467839106" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1445418/24610-15w6kukpng1467839106" width="650" /><br /></b><b><br />TRANSITION TOOLS</b><br /><br /><b><i>View Transitions in Activities</i></b><br />Admins can now view details about the transitions of documents and projects in Activities.<br /><br /><b><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1445418/24610-15w6kuk.png?1467839106" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1445418/24610-15w6kukpng1467839106" width="650" /><br /></b><b><br /></b><b>XBRL - CLASSIC</b><br /><br /><i><b>XBRL Notice for Large Accelerated Filers<br /></b></i>Starting June 15th, 2019, Large Accelerated Filers will be expected to file using Inline XBRL®. A message in Wdesk will remind you of this with a link to a&nbsp;<a href="https://success.workiva.com/help/xbrl-for-sec/ixbrl/about-ixbrl" rel="nofollow" target="_blank">Help article</a>&nbsp;that has more information about using iXBRL.<br /><br /><img height="283" src="https://lh3.googleusercontent.com/DYj87BJ4mNeAABOW5vlXhGxXZ_wEWv09AgKEhGMNCuF3yC7cI528xl7L7KJBUtCL0bad-Ge6F3mdpT29Mi90UgnonhjfEPNAA-RJfJL0vTzIip_Kq5bim2omK5m00Bx2BqJCNwKW" title="Image https//lh3googleusercontentcom/DYj87BJ4mNeAABOW5vlXhGxXZ_wEWv09AgKEhGMNCuF3yC7cI528xl7L7KJBUtCL0bad-Ge6F3mdpT29Mi90UgnonhjfEPNAA-RJfJL0vTzIip_Kq5bim2omK5m00Bx2BqJCNwKW" width="398" /><br /><b><br /></b><b><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1445418/24610-15w6kuk.png?1467839106" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1445418/24610-15w6kukpng1467839106" width="650" /><br /></b><b><br />XBRL - NEXT GENERATION</b><br /><br /><b><i>XBRL Profiles Support Multiple Documents</i></b><br />You can now use one XBRL profile for multiple documents.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1793335/19340-1pz9pgh_inline.png?1560522532" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1793335/19340-1pz9pgh_inlinepng1560522532" /><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1785362/9822-1dfsm86.png?1555334827" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1785362/9822-1dfsm86png1555334827" width="650" /><br /><br /><i>Word is a registered trademark of Microsoft Corporation in the United States and/or other countries.</i><br /><i><br /></i><i>eXtensible Business Reporting Language (XBRL) is a trademark of XBRL International, Inc. All rights reserved. The XBRL standards are open and freely licensed by way of the XBRL International License Agreement.</i> question 0 1 1 create http://m.getsatisfaction.com/topics/7896141 7896141 What's New—6.14.2019 2019-06-14T13:48:22Z 2019-06-14T13:48:22Z Mike http://m.getsatisfaction.com/people/6382793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11305213/MikeDProfile_medium.jpg michael_d_6078382 <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1785360/9822-1eln17x.png?1555334800" title="Whats New" width="650" /><br /><br />A recent release to the Wdesk platform included improvements&nbsp;to the following products and features:<br /><br /><b>XBRL - NEXT GENERATION</b><br /><br /><b><i>XBRL Profiles Support Multiple Documents</i></b><br />You can now use one XBRL profile for multiple documents.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1793335/19340-1pz9pgh_inline.png?1560522532" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1793335/19340-1pz9pgh_inline.png?1560522532" /><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1785362/9822-1dfsm86.png?1555334827" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1785362/9822-1dfsm86png1555334827" width="650" /> question 0 1 1 create http://m.getsatisfaction.com/topics/7895823 7895823 Amplify Local—San Francisco 2019-06-13T15:56:39Z 2019-06-13T15:56:39Z Mike http://m.getsatisfaction.com/people/6382793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11305213/MikeDProfile_medium.jpg michael_d_6078382 <img src="https://www.workiva.com/sites/workiva/files/images/heroes/event-detail-k13126-20160810.jpg" title="Image https//wwwworkivacom/sites/workiva/files/images/heroes/events-overview-hero-image-500-talljpg" width="650" /><b><br /><br />Thursday, June 20th | 9:00 a.m.-1:00 p.m. PDT</b><br /><br />Come network with local financial reporting professionals, share best practices, and learn new and powerful ways to maximize the value of Workiva solutions within your organization.&nbsp;<br /><br />Lunch will be provided, and you can earn two&nbsp;<a href="https://www.workiva.com/legal/cpe-user-group-computer-software-2-credits" rel="nofollow" target="_blank" title="Link: https://www.workiva.com/legal/cpe-user-group-computer-software-2-credits">CPE credits</a>.&nbsp;<br /><br /><a href="https://www.workiva.com/events/amplify-local-washington-dc?utm_medium=email-event-invite-sales&amp;utm_source=sales-team&amp;utm_solution=wdesk-solution&amp;utm_content=user-group-washington-dc&amp;utm_program=mktg-78263" rel="nofollow" target="_blank" title="Link https//wwwworkivacom/events/amplify-local-washington-dcutm_mediumemail-event-invite-salesutm_sourcesales-teamutm_solutionwdesk-solutionutm_contentuser-group-washington-dcutm_programmktg-78263"><b></b></a><b><a href="https://www.workiva.com/events/amplify-local-san-francisco" rel="nofollow" target="_blank" title="Link: https://www.workiva.com/events/amplify-local-menlo-park#register">See a detailed outline of topics and register</a></b><b><a href="https://www.workiva.com/events/amplify-local-menlo-park#register" rel="nofollow" target="_blank" title="Link: https://www.workiva.com/events/amplify-local-menlo-park#register">.</a></b> question 0 1 1 create http://m.getsatisfaction.com/topics/7895790 7895790 What's New—6.13.2019 2019-06-13T14:28:50Z 2019-06-13T14:28:50Z Mike http://m.getsatisfaction.com/people/6382793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11305213/MikeDProfile_medium.jpg michael_d_6078382 <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1785360/9822-1eln17x.png?1555334800" title="Whats New" width="650" /><br /><br />A recent release to the Wdesk platform included improvements&nbsp;to the following products and features:<br /><br /><b>CHARTS - NEXT GENERATION</b><br /><br /><b><i>Chart Data Label Placement Improvement</i></b><br />Data labels that run into the edge of the plot will now maintain the position you set instead of being moved within the document edge. Note that existing charts have also been upgraded to use the improved data label placement. You may want to review and confirm they appear as expected.<br /><br /><b><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1445418/24610-15w6kuk.png?1467839106" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1445418/24610-15w6kukpng1467839106" width="650" /><br /></b><b><br />INTERNAL AUDIT MANAGEMENT</b><br /><br /><b><i>Export of Audit Attachments Now Available</i></b><br />You can now export attachments from an Audit Form.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1785362/9822-1dfsm86.png?1555334827" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1785362/9822-1dfsm86png1555334827" width="650" /> question 0 1 1 create http://m.getsatisfaction.com/topics/7895449 7895449 Automate Data Preparation to Accelerate the Financial Close 2019-06-12T17:27:31Z 2019-06-12T17:27:31Z Mike http://m.getsatisfaction.com/people/6382793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11305213/MikeDProfile_medium.jpg michael_d_6078382 <img src="https://www.workiva.com/sites/workiva/files/images/heroes/events-detail-image-300%20tall.jpg" width="650" /><br /><br /><a href="https://www.workiva.com/events/automate-data-preparation-accelerate-financial-close#register" rel="nofollow" target="_blank" title="Link https//wwwworkivacom/events/mastering-challenges-global-reportingregister"><b>Register for this webinar</b></a><b>.</b><br /><br /><b>Wednesday, June 19</b><br /><b>2:00-2:30pm EDT<br /></b><br />Accounting teams need easier ways to centralize, consolidate, and securely distribute data for monthly and quarterly internal and external reporting. The typical process for preparing data is often overly dependent on desktop tools and therefore manual, time-consuming, and error-prone. In fact in finance, an estimated 80% of time is spent collecting and cleansing data during close, and 50% of senior executives are identifying errors and spending time validating data. The Workiva connected reporting platform was built to help you overcome these challenges and increase data assurance in reporting. With Workiva, you can connect to source systems of record, centralize cloud and on-premise data into one cloud environment, use a drag-and-drop report builder to transform data, apply tags and attributes for context, and connect prepared data to management reports, board presentations, SEC filings, and more.<br /><br /> Join Workiva experts Dominick Fatibene and Mark Rusciano for a product demonstration.&nbsp;Not able to attend? Complete registration today, and we will email you the recording. update 0 1 1 create http://m.getsatisfaction.com/topics/7895386 7895386 What's New—6.12.2019 2019-06-12T14:48:28Z 2019-06-12T14:48:28Z Mike http://m.getsatisfaction.com/people/6382793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11305213/MikeDProfile_medium.jpg michael_d_6078382 <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1785360/9822-1eln17x.png?1555334800" title="Whats New" width="650" /><br /><br />A recent release to the Wdesk platform included improvements&nbsp;to the following products and features:<br /><br /><b>XBRL - CLASSIC</b><br /><br /><i><b>XBRL Notice for Large Accelerated Filers<br /></b></i>Starting June 15th, 2019, Large Accelerated Filers will be expected to file using Inline XBRL®. A message in Wdesk will remind you of this with a link to a&nbsp;<a href="https://success.workiva.com/help/xbrl-for-sec/ixbrl/about-ixbrl" rel="nofollow" target="_blank">Help article</a>&nbsp;that has more information about using iXBRL.<br /><br /><img height="283" src="https://lh3.googleusercontent.com/DYj87BJ4mNeAABOW5vlXhGxXZ_wEWv09AgKEhGMNCuF3yC7cI528xl7L7KJBUtCL0bad-Ge6F3mdpT29Mi90UgnonhjfEPNAA-RJfJL0vTzIip_Kq5bim2omK5m00Bx2BqJCNwKW" title="Image https//lh3googleusercontentcom/DYj87BJ4mNeAABOW5vlXhGxXZ_wEWv09AgKEhGMNCuF3yC7cI528xl7L7KJBUtCL0bad-Ge6F3mdpT29Mi90UgnonhjfEPNAA-RJfJL0vTzIip_Kq5bim2omK5m00Bx2BqJCNwKW" width="398" /><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1785362/9822-1dfsm86.png?1555334827" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1785362/9822-1dfsm86png1555334827" width="650" /><br /><i><br /></i><i>eXtensible Business Reporting Language (XBRL) is a trademark of XBRL International, Inc. All rights reserved. The XBRL standards are open and freely licensed by way of the XBRL International License Agreement.</i> question 0 1 1 create http://m.getsatisfaction.com/topics/7894964 7894964 How to Build a Financial Close Process Flowchart 2019-06-11T13:51:47Z 2019-06-11T13:51:47Z Mike http://m.getsatisfaction.com/people/6382793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11305213/MikeDProfile_medium.jpg michael_d_6078382 <img src="https://www.workiva.com/sites/workiva/files/styles/large_778x340/public/images/blogs/financial-close-process-map-step-1-20190419-j73098.jpg" title="Image https//wwwworkivacom/sites/workiva/files/styles/large_778x340/public/images/blogs/financial-close-process-map-step-1-20190419-j73098jpg" width="650" /><br /><br /><i>This blog originally appeared on </i><a href="https://www.workiva.com/blog/how-build-financial-close-process-flowchart" rel="nofollow" target="_blank"><i>Workiva.com</i></a><i> on Jun. 3, 2019.</i><br /><br /><i>Written by </i><i><a href="https://www.workiva.com/contributors/dominick-fatibene" rel="nofollow" target="_blank" title="Link https//wwwworkivacom/contributors/dominick-fatibene">Dominick Fatibene</a><br /><br /></i>Based on my experience, it is best to start by auditing the entire financial close process, determining where technology fits into the workflow, and demonstrating what <a href="https://www.workiva.com/resources/how-have-pain-free-financial-close" rel="nofollow" target="_blank" title="Link /resources/how-have-pain-free-financial-close">pains it will help alleviate</a>. Performing this work upfront will shed light on inefficiency in its many forms—ranging from lost hours to restatements—and show the impact on the bottom line. <br /><br /> I have found that there are five primary steps teams can take to implement financial close process improvements and simplify <a href="https://www.workiva.com/solutions/financial-close-reporting" rel="nofollow" target="_blank" title="Link /solutions/financial-close-reporting">financial close reporting</a>:<br /><br /> <ul><li>Step 1: Create a process flowchart</li><li>Step 2: Identify risks and opportunities</li><li>Step 3: Find systems and tools for improvement</li><li>Step 4: Implement process change</li><li>Step 5: Continuously improve</li></ul> We will explore each step in this blog series, starting with how to create a flowchart for your financial close.<br /><span><br /><b>What is a process flowchart?<br /></b></span><span><br />Also known as a process map, a process flowchart is a step-by-step visual representation of a specific process. The process flowchart should provide an easy-to-follow record of how the organization works to accomplish a given task and clearly show the handoff between different process owners.<br /></span><span><br /><b>Why should you map your process?<br /></b></span><span><br />The top reason to create a process flowchart is to give everyone a shared understanding of how the process works from start to finish. It helps establish timing and expectations of each party in what has become a complex undertaking. It also reinforces your knowledge of what happens in each step. From there, you can use your map to identify areas of potential risk and areas ripe for improvement.<br /></span><span><br /><b>Who should draft the process flowchart?<br /></b></span><span><br />Process mapping can include the process owners themselves, internal and external consultants, and auditors. Those directly involved in the financial close process should be involved in drafting and reviewing the flowchart. This helps ensure buy-in from all stakeholders.<br /></span><span><br /><b>What should a process flowchart include?<br /></b></span><span><br />If you look at process flowchart examples, you will find they all include some common details:</span><br /><br /> <ul><li><b>Timing/schedules:</b> Include the time frames needed to complete certain tasks to stay on schedule and meet reporting deadlines</li><li><b>Roles and team members:</b> Indicate what functions and teams or departments are involved in the financial close</li><li><b>Systems/tools:</b> Identify the tools or programs used in each step, from ERPs to CRMs to HCMs or PC-based applications, for example</li><li><b>Business units, regions, lines of business:</b> Provide a holistic view of financial close processes from across the enterprise</li></ul><b>What does a financial close process flowchart look like?<br /></b><span><br />I am a process-focused individual. When I think about building a flowchart for the financial close, I focus on the final stage of the financial close process. This is what follows after the accounting close, when organizations analyze performance and summarize results for required disclosures, regulatory reports, or presentations to the board, investors, and other stakeholders.<br /></span><span><br />Why so much attention to this phase? Because the final stage is usually the most manual and least documented of all stages, making it not only filled with risk but best suited for improvement. The outputs from this stage are also the most visible, as they are what you ultimately share with decision-makers and regulators.<br /></span><span><br />Here is one example of a high-level process map for the financial close that you can use as a template:</span> <br /><img src="https://www.workiva.com/sites/workiva/files/images/screenshots/process-map-example.png" title="Image https//wwwworkivacom/sites/workiva/files/images/screenshots/process-map-examplepng" width="650" /><br /><br />As you can see, this example illustrates many different components of the process, including:<br /><br /> <ul><li>Steps in the process (with directional arrows showing the workflow)</li><li>The departments of the people involved (indicated in the circles)</li><li>Applications or systems that are used (represented by the icons)</li></ul> For this example, I did not include names of specific individuals, but your organization might find that information useful to include.<br /><br /> <b>Helpful hints<br /></b><span><b><br /></b>I drew my process flowchart in </span><a href="https://www.workiva.com/wdesk" rel="nofollow" target="_blank" title="Link /wdesk">Wdesk</a><span>, which gives collaborators a connected environment where they can securely share and work on documents together in the cloud, add comments, see everyone's responses, and track revisions over time.<br /></span><span><br />Whatever program you choose to build your flowchart, be sure to give your teammates a convenient method to share comments and revisions. You may also want to store a copy of each revision, labeled by date, that you can easily refer to as your process evolves.<br /></span><span><br />I hope this information is enough to help you start drafting your first financial close process flowchart. For more tips and tricks, you can check out the </span><a href="https://www.workiva.com/resources/5-steps-simplify-your-financial-close-and-reporting-process" rel="nofollow" target="_blank" title="Link /resources/5-steps-simplify-your-financial-close-and-reporting-process">5 Steps to Simplify Your Financial Close and Reporting Process</a><span> webinar.</span> question 0 1 1 create http://m.getsatisfaction.com/topics/7894961 7894961 Amplify Local—Menlo Park 2019-06-11T13:43:17Z 2019-06-11T13:43:17Z Mike http://m.getsatisfaction.com/people/6382793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11305213/MikeDProfile_medium.jpg michael_d_6078382 <img src="https://www.workiva.com/sites/workiva/files/images/heroes/event-detail-k13126-20160810.jpg" title="Image https//wwwworkivacom/sites/workiva/files/images/heroes/events-overview-hero-image-500-talljpg" width="650" /><b><br /><br />Wednesday, June 19 | 9:00 a.m.-1:00 p.m. PDT</b><br /><br />Come network with local financial reporting professionals, share best practices, and learn new and powerful ways to maximize the value of Workiva solutions within your organization.&nbsp;<br /><br />Lunch will be provided, and you can earn two <a href="https://www.workiva.com/legal/cpe-user-group-computer-software-2-credits" rel="nofollow" target="_blank">CPE credits</a>.&nbsp;<br /><br /><a href="https://www.workiva.com/events/amplify-local-washington-dc?utm_medium=email-event-invite-sales&amp;utm_source=sales-team&amp;utm_solution=wdesk-solution&amp;utm_content=user-group-washington-dc&amp;utm_program=mktg-78263" rel="nofollow" target="_blank" title="Link https//wwwworkivacom/events/amplify-local-washington-dcutm_mediumemail-event-invite-salesutm_sourcesales-teamutm_solutionwdesk-solutionutm_contentuser-group-washington-dcutm_programmktg-78263"><b></b></a><b><a href="https://www.workiva.com/events/amplify-local-menlo-park#register" rel="nofollow" target="_blank">See a detailed outline of topics and register</a></b><b><a href="https://www.workiva.com/events/amplify-local-menlo-park#register" rel="nofollow" target="_blank">.</a></b> question 0 1 1 create http://m.getsatisfaction.com/topics/7894716 7894716 What's New—6.10.2019 2019-06-10T20:16:37Z 2019-06-10T20:16:37Z Mike http://m.getsatisfaction.com/people/6382793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11305213/MikeDProfile_medium.jpg michael_d_6078382 <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1785360/9822-1eln17x.png?1555334800" title="Whats New" width="650" /><br /><br />A recent release to the Wdesk platform included improvements&nbsp;to the following products and features:<b><br /><br /></b><b>DIGITAL REVIEW</b><br /><br /><b><i>Document Owners Can Delete Comments</i></b><br />In next generation Documents, collaborators with Owner permissions can now delete comments from a document.<br /><br /><b><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1445418/24610-15w6kuk.png?1467839106" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1445418/24610-15w6kukpng1467839106" width="650" /></b><br /><br /><b>DOCUMENTS - NEXT GENERATION</b><br /><br /><b><i>Removing Section Permissions</i></b><br />You can now remove permissions on sections in next generation Documents. This allows you to restrict access to specific sections, including comments in those sections. To remove access to a section, open a next generation Document then right-click a section in the Document Outline and select Permissions. Next, click the X to the right of the collaborator or group to remove their access to the section. Their permission are still maintained on the document as a whole, and on the other sections.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1785362/9822-1dfsm86.png?1555334827" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1785362/9822-1dfsm86png1555334827" width="650" /> question 0 1 1 create http://m.getsatisfaction.com/topics/7894698 7894698 XBRL News 2019-06-10T19:14:11Z 2019-06-10T19:14:11Z Mike http://m.getsatisfaction.com/people/6382793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11305213/MikeDProfile_medium.jpg michael_d_6078382 <b>2019 Taxonomy Update and 2019 SEC Reporting Taxonomy (SRT)<br /></b><span>On March 11, 2019, the EDGAR system was updated to support the 2019 US-GAAP Taxonomy and 2019 SEC Reporting Taxonomy. Click </span><a href="https://www.workiva.com/blog/your-guide-2019-us-gaap-taxonomy" rel="nofollow" target="_blank" title="Link https//wwwworkivacom/blog/your-guide-2019-us-gaap-taxonomy">here</a><span> to read our blog about these changes and other updates.</span> <b>FASB XBRL Implementation Guide Update<br /></b><span>The FASB has proposed several implementation guides to the 2019 Taxonomy. The comment period for the proposed taxonomy implementation guides has closed, but are still available to view. Click </span><a href="http://www.fasb.org/cs/ContentServer?c=Page&amp;pagename=FASB%2FPage%2FSectionPage&amp;cid=1176160665046" rel="nofollow" target="_blank" title="Link http//wwwfasborg/cs/ContentServercPagepagenameFASB2FPage2FSectionPagecid1176160665046">here</a><span> for the listing of updated guides.</span><br /><br /> <b>SEC EDGAR Filing Manual Volume II (Version 51)<br /></b><span>On June 10, 2019, the SEC adopted the latest version of the EDGAR Filing Manual (EFM). Click </span><a href="https://www.sec.gov/info/edgar/specifications/edgarfm-vol2-v51.pdf" rel="nofollow" target="_blank" title="Link https//wwwsecgov/info/edgar/specifications/edgarfm-vol2-v51pdf">here</a><span> to view the latest version.</span><br /><br /> <b>FAST ACT<br /></b><span>The SEC recently adopted the </span><a href="https://workiva.us7.list-manage.com/track/click?u=554ecc0d7d86a9fa4107ee8c3&amp;id=ec600044d3&amp;e=7cda521078" rel="nofollow" target="_blank">FAST Act</a><span> which includes new requirements on XBRL tagging of cover page information using Inline XBRL. Cover pages affected include forms 8-K*, 10-Q, and 10-K, plus 20-F and 40-F annual reports. The new tagging requirements follow the same compliance timeline as the Inline XBRL requirement.</span><br /><br /> US GAAP filers have a three-year phase-in period to comply with the Inline XBRL requirements, beginning with 10-Q reports for fiscal periods ending on or after the following dates:<br /><br /> Large accelerated filers—June 15, 2019<br /><span>Accelerated filers—June 15, 2020<br /></span><span>All other filers (including IFRS filers)—June 15, 2021</span><br /><br /> *Includes 8-Ks of all types, not only those containing revised financials<br /><br /> <b>XBRL Services<br /></b><span>Are you concerned about all of the changes in the 2019 Taxonomy and ensuring they are captured during your migration? For a seamless update of your document, have a Professional Services Manager help you through that process by utilizing our Migration Services. Reach out to <a href="mailto:xbrlservices@workiva.com" rel="nofollow">xbrlservices@workiva.com</a> with any questions.</span><br /><br /> <b>XBRL Training<br /></b><span>For the latest XBRL training from Workiva, check out our </span><a href="http://go.workiva.com/L000KS00u0Dk0LO00060E0g" rel="nofollow" target="_blank">upcoming in-person training schedule</a><span> or contact <a href="mailto:training@workiva.com" rel="nofollow">training@workiva.com</a>.</span><br /><br /> <b>Workiva Amplify<br /></b><span>Join us in Dallas September 9-12. Registration is now open. Click </span><a href="https://conference.workiva.com/" rel="nofollow" target="_blank">here</a><span> for more information.</span> question 0 1 1 create http://m.getsatisfaction.com/topics/7894696 7894696 Upcoming XBRL Office Hours: 2019 US GAAP and 2019 SEC Reporting Taxonomies Update 2019-06-10T19:11:37Z 2019-06-10T19:11:37Z Mike http://m.getsatisfaction.com/people/6382793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11305213/MikeDProfile_medium.jpg michael_d_6078382 We're excited to announce the latest in the XBRL Office Hours series!<br /><br />In addition to introducing a new session on the most relevant XBRL topics, we archive all previously run courses for future reference on the Wdesk Community. Each presentation is hosted by our own XBRL experts and is designed to bring you helpful tips relevant to each phase of the filing cycle and to offer learning opportunities for the XBRL preparers on your teams.<br /><br /> <b>*</b><i><b>LIVE&nbsp;</b></i><b>* 2019 US GAAP and 2019 SEC Reporting Taxonomies Updates (1.5 CPE)<br /></b><b><br />June 20, 2019 | 1-2:30p CT</b><br /><br /> <b><a href="https://event.webcasts.com/starthere.jsp?ei=1249706&amp;tp_key=15456bd1a1" rel="nofollow" target="_blank" title="Link https//eventwebcastscom/startherejspei1249706tp_key15456bd1a1">REGISTER HERE</a></b><br /><br /> This program is designed for Certified Public Accountants, other accounting professionals, and financial reporting professionals. This course will provide an overview of the changes implemented in the 2019 US GAAP Taxonomy and 2019 SEC Reporting Taxonomy.<br /><br /> After this webinar, participants will be able to: <br /><br /> <ol><li> Identify the changes introduced into the 2019 US GAAP Taxonomy and 2019 SEC Reporting Taxonomy related to structural design, accounting standards updates and topical projects; <br /><br /> </li><li> Quantify element and technology changes in the 2019 US GAAP and 2019 SEC Reporting Taxonomies; and <br /><br /> </li><li> Acquire detailed insight into taxonomy revisions and migration expectations<br /><br /> </li></ol> Questions? Email <a href="mailto:training@workiva.com" rel="nofollow" target="_blank" title="Link mailtotrainingworkivacom">training@workiva.com</a><br /><br /> Below is a previously recorded XBRL Office Hours session that you may find helpful to revisit this quarter.<br /><br /><a href="https://community.wdesk.com/wdesk/topics/xbrl-office-hours-implementing-and-reviewing-ixbrl-s1xy6vrkq6jnb" rel="nofollow" target="_blank" title="Link https//communitywdeskcom/wdesk/topics/xbrl-office-hours-implementing-and-reviewing-ixbrl-s1xy6vrkq6jnb">XBRL Office Hours: Implementing and Reviewing iXBRL</a><br />Revisit this session for a refresher on implementing and reviewing iXBRL.<br /><br /> ---<br /><br /> <img height="133" src="https://lh6.googleusercontent.com/UJQgvkYVodjIG5raJIWRkylst0wPKslZTKTA1iH62hOYLQXPbS5ChSs9mlPZL4UB0NII_ILtwlwmY5q8HWK68k6OnqgvoMCoRUOY8QbxdBaOxDEB-8S1AtntoYZiis3_YjQ_og1s" title="Image https//lh6googleusercontentcom/UJQgvkYVodjIG5raJIWRkylst0wPKslZTKTA1iH62hOYLQXPbS5ChSs9mlPZL4UB0NII_ILtwlwmY5q8HWK68k6OnqgvoMCoRUOY8QbxdBaOxDEB-8S1AtntoYZiis3_YjQ_og1s" width="151" /><br /><br /> <i>Workiva is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: </i><a href="http://www.nasbaregistry.org" rel="nofollow" target="_blank"><i>www.nasbaregistry.org</i></a><i>.</i><br /><br /> <i>Participants must participate in group interactions during the event, and participants must stay for the duration of the event, as described in the event details, in order to be eligible for CPE. For information regarding you certificate of completion, please contact <a href="mailto:training@workiva.com" rel="nofollow" target="_blank" title="Link: mailto:training@workiva.com">training@workiva.com</a>.</i> question 0 1 1 create http://m.getsatisfaction.com/topics/7894609 7894609 Upcoming Changes to your Sox Forms 2019-06-10T15:04:58Z 2019-06-10T15:04:59Z Shay http://m.getsatisfaction.com/people/9788812 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11411477/bitmoji-20181116083810_medium.png shay_boudreaux_dlv9owayin3od We are pleased to inform you that we are focusing our efforts over the next several months towards improving our SOX Test Form experience. Our two primary areas of focus will be increasing performance, and improving the look and feel of our test form experience. These changes will emphasize enriching our forms performance and flow, as well as adding in additional functionality and enhancements that we have heard as feedback from customers like you. Our roadmap for improving the SOX Test Form experience will take place over the next 12 months plus. I would like to take some time to highlight to you some more recent changes you can expect to see over the next few months.<br /><br /> <br /><br /> <br /><br /> <b>More Performant Page Navigation &amp; Outline</b><br /><br /> <img height="128" src="https://lh6.googleusercontent.com/SOlCPFTFpkUU0iLs20WrI2LfedTGGB0M5dAWxQoRCRq8S5UKXPrW105ZEVN8g7L5Bu2XCrd7GDXCI6Tfep4AOKCIbMA-FjkNnL4IgQDIlLmSH1hbBOxmuje7uz3u5gKbXZ4DJvFi" title="Image https//lh6googleusercontentcom/SOlCPFTFpkUU0iLs20WrI2LfedTGGB0M5dAWxQoRCRq8S5UKXPrW105ZEVN8g7L5Bu2XCrd7GDXCI6Tfep4AOKCIbMA-FjkNnL4IgQDIlLmSH1hbBOxmuje7uz3u5gKbXZ4DJvFi" width="329" /><br /><br /> Having your pages load quickly means more time for you to do the work you need to do. With our new Form Outline, not only will you be able to more easily see and navigate to the parts of your form you need, but your phases will also load faster. <br /><br /> <br /><br /> <br /><br /> <b>More Phase Specific Data Viewable to the User</b><br /><br /> <img height="143" src="https://lh5.googleusercontent.com/fG_wBbEZqe0ZDzGLj5xSE_ejZABGrgNL7qdgkwgHbT9KrDSOYcwZBXCiYjSE01K-8g37rhMu6-Hj8iEfmCWMlqTyWV_2LXyNz2H95Wh6okEVDDgGs6mcKVc4z25r4py0mT1YnNoc" title="Image https//lh5googleusercontentcom/fG_wBbEZqe0ZDzGLj5xSE_ejZABGrgNL7qdgkwgHbT9KrDSOYcwZBXCiYjSE01K-8g37rhMu6-Hj8iEfmCWMlqTyWV_2LXyNz2H95Wh6okEVDDgGs6mcKVc4z25r4py0mT1YnNoc" width="328" /><br /><br /> We know that data from across your test form is important to you, and the easier it is to see that information the better. With this change you will see more data from identifiable phases on your Overview Phase, so that you can, at a glance, get the information that’s important to you. <br /><br /> <br /><br /> <br /><br /> <br /><br /> <br /><br /> <b>Open your Excel Evidence Files Online with Office 365</b><br /><br /> <img height="187" src="https://lh5.googleusercontent.com/2lJPoA0EXaxl_N2PYPVJwfrY00v9eAFOkOeiGcyZE8T4q2dcU6ZITHo_IbMufIQtZlC9NoUuWyYTlbIh-AHKCDTlubDv1RIlDcau6AGxOTuz4-hQT2ebCrN1hjhXZgsab0qo9FEO" title="Image https//lh5googleusercontentcom/2lJPoA0EXaxl_N2PYPVJwfrY00v9eAFOkOeiGcyZE8T4q2dcU6ZITHo_IbMufIQtZlC9NoUuWyYTlbIh-AHKCDTlubDv1RIlDcau6AGxOTuz4-hQT2ebCrN1hjhXZgsab0qo9FEO" width="327" /><br /><br /> Users can now open Excel Evidence files in lieu of the Evidence Viewer so they can view and edit their evidence during testing in the SOX and Audit experience. Users with an Office 365 license can open and edit their Office Evidence files in Office Online and all changes sync to Wdesk effortlessly. <br /><br /> <br /><br /> <br /><br /> <b>Manage your Sample Files&nbsp; &amp;&nbsp; Access your Additional Supporting Files from Inside the Evidence Viewer</b><br /><br /> <img height="373" src="https://lh6.googleusercontent.com/fIBXUmFT4zQiZMjAbrSMMdn2Gi7vjjCRDIbnkrhJJgLU1pUjogBIKV_eSFatvEov2QPn5RzKNhAZEnViKp_Wvj-H6jGKPRajThVWf5f4Mt5NYIDn6_sBW-cL-E_BXurJlFEQZAot" title="Image https//lh6googleusercontentcom/fIBXUmFT4zQiZMjAbrSMMdn2Gi7vjjCRDIbnkrhJJgLU1pUjogBIKV_eSFatvEov2QPn5RzKNhAZEnViKp_Wvj-H6jGKPRajThVWf5f4Mt5NYIDn6_sBW-cL-E_BXurJlFEQZAot" width="328" /><br /><br /> <b>Manage your Files from Inside the Evidence Viewer</b><br /><br /> You no longer have to leave your evidence experience to rename, delete, or add additional files to your samples. With this change users will be able to do all attachment management from the left hand panel without navigating in and out of the Evidence Viewer in their SOX and Audit experience. This will save you time and decrease performance impacts.<br /><br /> <br /><br /> <b>Access your Supporting Files from Inside the Evidence Viewer</b><br /><br /> Sometimes you may want to access additional documentation while in your sample files when completing your Evidence Testing in your SOX or Audit experience. Soon non-sample files will be supported inside the Evidence Viewer experience for you to markup, reference and view in both experiences.<br /><br /> <br /><br /> <br /><br /> <br /><br /> These are just a few of the enhancements you can expect to see to the SOX experience over the next year. We are excited to bring you more updates on future enhancements as we progress and look forward to your feedback. We will announce when Features are available, also feel free to reach out to your CSM and look for announcements on the Wdesk Community. update 0 1 1 create http://m.getsatisfaction.com/topics/7893820 7893820 What's New—6.7.2019 2019-06-07T14:49:30Z 2019-06-07T14:49:30Z Mike http://m.getsatisfaction.com/people/6382793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11305213/MikeDProfile_medium.jpg michael_d_6078382 <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1785360/9822-1eln17x.png?1555334800" title="Whats New" width="650" /><br /><br />A recent release to the Wdesk platform included improvements&nbsp;to the following products and features:<b><br /><br /></b><b>COPY/EXPORT/IMPORT<br /><br /></b><b><i>Fixed: Copying and Pasting Tables from Microsoft Word</i></b><br />Copying and pasting a table from Microsoft Word® now accurately displays table row height and column width.<br /><br /><b><i>Fixed: Copying Table Borders from Microsoft Word</i></b><br />Tables copied from Microsoft Word will now include table borders.<br /><b><br />TRANSITION TOOLS</b><br /><br /><b><i>View Transitions in Activities</i></b><br />Admins can now view details about the transitions of documents and projects in Activities.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1785362/9822-1dfsm86.png?1555334827" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1785362/9822-1dfsm86png1555334827" width="650" /><br /><br /><i>Word is a registered trademark of Microsoft Corporation in the United States and/or other countries.</i> question 0 1 1 create http://m.getsatisfaction.com/topics/7893816 7893816 Amplify Local—Chicago 2019-06-07T14:33:51Z 2019-06-07T14:33:51Z Mike http://m.getsatisfaction.com/people/6382793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11305213/MikeDProfile_medium.jpg michael_d_6078382 <img src="https://www.workiva.com/sites/workiva/files/images/heroes/event-detail-k13126-20160810.jpg" title="Image https//wwwworkivacom/sites/workiva/files/images/heroes/events-overview-hero-image-500-talljpg" width="650" /><b><br /><br />Friday, June 14 | 9:00 a.m.-1:00 p.m.</b><br /><br />We're hosting two meetings in Chicago on June 14—one for SOX, audit, and risk users, and one for financial reporting users. Come network with local reporting and compliance professionals, share best practices, and learn new and powerful ways to maximize the value of Workiva solutions within your organization.&nbsp;<br /><br />Lunch will be provided, and you can earn two CPE credits.<br /><br />Follow the links below to see a detailed outline of the topics covered at each event and to register for the meeting that interests you:<br /><br /><b><a href="https://www.workiva.com/events/amplify-local-chicago-sox-audit-and-risk-professionals?utm_medium=email-event-invite-cs&amp;utm_source=gainsight&amp;utm_solution=wdesk-solution&amp;utm_content=user-group-chicago&amp;utm_program=mktg-78288" rel="nofollow" title="Link: https://www.workiva.com/events/amplify-local-chicago-sox-audit-and-risk-professionals?utm_medium=email-event-invite-cs&amp;utm_source=gainsight&amp;utm_solution=wdesk-solution&amp;utm_content=user-group-chicago&amp;utm_program=mktg-78288">Learn more about Amplify Local for SOX, audit, and risk professionals</a>.</b><br /><br /><b><a href="https://www.workiva.com/events/amplify-local-chicago-financial-reporting-professionals?utm_medium=email-event-invite-cs&amp;utm_source=gainsight&amp;utm_solution=wdesk-solution&amp;utm_content=user-group-chicago&amp;utm_program=mktg-78288" rel="nofollow" title="Link: https://www.workiva.com/events/amplify-local-chicago-financial-reporting-professionals?utm_medium=email-event-invite-cs&amp;utm_source=gainsight&amp;utm_solution=wdesk-solution&amp;utm_content=user-group-chicago&amp;utm_program=mktg-78288">Learn more about Amplify Local for financial reporting professionals</a>.</b> question 0 1 1 create http://m.getsatisfaction.com/topics/7893504 7893504 Should job postings be allowed? 2019-06-06T18:45:36Z 2019-06-06T18:45:36Z Mike http://m.getsatisfaction.com/people/6382793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11305213/MikeDProfile_medium.jpg michael_d_6078382 What are your thoughts on a community job board? For example, if I'm a Wdesk company who is looking for talent, could I/should I post a want ad of sorts in the Wdesk Community? How would that sit with you and/or your company?<br /><br />Let me know your thoughts, suggestions, etc. Thanks question 0 1 1 create