8 pro tips from successful filers
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workiva.com 8 pro tips from successful filers
Transcript of 8 pro tips from successful filers
workiva.com
Pro Tip #1: Ensure your emails end up in the right hands.
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Never panic a�er sending an email again. Wdesk digital distribution ensures only those with authorized access can receive distributions, so you always send the right
files to the right people.
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Display rounding can be complicated. Formatting numbers for display rounding is outdated, time consuming, and prone to error. Imagine if your so�ware could round numbers and formats on demand in multiple display values. Wdesk can.
Stop worrying about the "divided by" nonsense—Wdesk understands native value.
AdvancedSymbol Placement:
Use dashes for zeros
Show positive sign
Custom prefix:
Ones
Cents
Ones
Thousands
Millions
Billions
Trillions
Ones
- As Entered
Decimals:
Display Prec:
Entered In:
Shown In:
Unit Type:
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Melissa Roberts Sept 17, 3:55 AM
Patrick McNeil Sept 17, 10:23 AM
Julie Spencer Sept 15, 2:45 PM
Pro Tip #3: Rest easy with a full audit trail.
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"When did that number change? Who changed it? What does it impact?"
Sound familiar?
Stop asking who, what, when, where, and why. The complete audit trail available in Wdesk gives you total
confidence in your figures and numbers, including link properties reports, a detailed history, and extensive blacklines.
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Creating reports is a group project. Instead of waiting around for your turn with a document, collaborate with your team by
working on 1 report simultaneously.
Whether you're on a team of 2 or 200, with 1 shared document in Wdesk, users have access to the most current version at all
times—meaning John's slow reviews won't slow you down.
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Create template for gathering input from lines of business, segments, and other contributors
Email template to all input providers
Send reminder email, and then call and chase to get all templates back on time
Resend incomplete or modified templates back for corrections
Double-check you have everything back—chase again
Manually consolidate inputs
Manually consolidate inputs again when numbers are changed
Automate this process, so you can spend more time doing what is actually listed in your job description. Wdesk Data Collection distributes templates, sends reminders, and consolidates other data collection activities, so you don't have to.
The path of data collection for disclosures is long and fraught with error. Do these steps look familiar?
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Attachments
PDFExhibit 1Exhibit 1.pdf
XLSX C.AP.07-WP.01
PDF Exhibit 2
Melissa Roberts on Feb, 19
Pro Tip #6: Don't misplace your evidence.
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Document support comes in all shapes and sizes. Excel®, email, PDF, text document, and the list goes on.
Instead of printing them out to tick and tie later, eliminate the extra work by attaching all support to your document directly.
Wdesk allows you to attach support in any format, for any document fact, directly, so you won't lose track of your
supporting evidence.
Excel is a registered trademark of Microso� Corporation in the United States and other countries.
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Not all XBRL support needs are the same. Don't get stuck with a service provider that only offers a
one-size-fits-all approach.
Tailor your XBRL services to fit your needs. Whether you're seeking a fully outsourced solution or just want to do it
yourself, our experts have your back.
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You do more than just file with the SEC. Don't you think your tools should do more too?
Wdesk breaks down silos and allows you interface with audit teams, investor relations, management reporting, SOX, and
the board, in addition to filing with the SEC.
workiva.com | [email protected] | +1.888.275.3125
Click here for more information about how to implement these pro tips.
