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Create SEC Support Binders digitally | Wdesk
https://success.workiva.com/explore/support-binders
Budget Book for Government Reporting. Data Collection for Disclosures. Internal Audit and SOX. Controls Management for SOX. Risk Assessment for SOX. Ditch the paper digital collection, review, and tie out. Attach supporting documentation to specific values in your 10-Q and 10-K reports or request documentation from colleagues. Annotate and tie out financial statements and workpapers. Export all materials to one convenient digital binder. Use subtabs to organize into sections. Products for Support Binders.
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Streamline monthly performance reporting | Wdesk
https://success.workiva.com/explore/monthly-performance-reporting
Budget Book for Government Reporting. Data Collection for Disclosures. Internal Audit and SOX. Controls Management for SOX. Risk Assessment for SOX. Connect data to create better analysis and inform decision making. Line of business and corporate finance teams combine financial and non-financial data from disparate sources. Finance team analyzes the provided data. Results are linked from their workbook into the Monthly Performance report. Linking ensures data is correct and current. Change how reports, e...
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XBRL Office Hours | Wdesk - Help
https://success.workiva.com/help/resources/xbrl-office-hours
Budget Book for Government Reporting. Data Collection for Disclosures. Internal Audit and SOX. Controls Management for SOX. Risk Assessment for SOX. Office Hours are complimentary hour-long presentations hosted by Wdesk XBRL experts. They are designed to bring helpful tips relevant to each phase of the filing cycle and to continue learning opportunities for the XBRL preparers on your teams. Our experts explore XBRL from many different angles:. Mapping and modeling examples. The Professional Service Review.
success.workiva.com
Simplify budget book for government reporting | Wdesk
https://success.workiva.com/explore/budget-book
Budget Book for Government Reporting. Data Collection for Disclosures. Internal Audit and SOX. Controls Management for SOX. Risk Assessment for SOX. Budget Book for Government Reporting. Budget Book for Government Reporting. Increase efficiency for a quality budget report. Streamline the collection of program data from various sources with Data Collection. Stage all of your report data in one secure Wdesk workbook. Products for Budget Book. Link data between workbooks, documents, and presentations. C...
success.workiva.com
Getting Started with Wdesk | Wdesk
https://success.workiva.com/getting-started
Budget Book for Government Reporting. Data Collection for Disclosures. Internal Audit and SOX. Controls Management for SOX. Risk Assessment for SOX. Complete our basic training guides to help you work smart in Wdesk. 9 min read time. Working in a Document. 6 min read time. 6 min read time. Guides tailored for you. INTERNAL AUDIT AND SOX. I am responsible for creating and managing reports. I get data into Wdesk. I review others' work. I prepare documents for others to review. Working in a Document.
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Save time on budget and planning process | Wdesk
https://success.workiva.com/explore/budget-and-planning
Budget Book for Government Reporting. Data Collection for Disclosures. Internal Audit and SOX. Controls Management for SOX. Risk Assessment for SOX. Linking ensures timely and accurate Budget Plan data. Finance teams pull budget and forecast data from their ERP to sync into their workbook each period to automate the transfer of large sets of data. Team members collaborate to edit and finalize Budget Plan documents with a complete audit trail capturing every change. Products for Budget and Planning. Distr...
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Finance and Accounting | Wdesk
https://success.workiva.com/explore/finance-and-accounting
Budget Book for Government Reporting. Data Collection for Disclosures. Internal Audit and SOX. Controls Management for SOX. Risk Assessment for SOX. Manage different outputs from a single source of truth. Create SEC filings, management reports, forecasts, dashboards, and presentations with the same data linked throughout. Connect your trial balance to the rest of your financial reporting data in Wdesk. Use cross-sheet formulas to aggregate data before linking to reports. Budget, Planning and Forecasting.
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Facilitate collaboration on 11-K filings | Wdesk
https://success.workiva.com/explore/11-k
Budget Book for Government Reporting. Data Collection for Disclosures. Internal Audit and SOX. Controls Management for SOX. Risk Assessment for SOX. Real-time collaboration across Accounting, HR and Legal. File and Roll Forward. Import last year's 11-K document from your files, or download it from the SEC so your CSM can import a clean version into Wdesk. Last year's filing becomes a ready-made template for the current year. Link Workbook to Filing. File and Roll Forward. Products for 11-K Filing. Link d...
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Close Checklist Management | Wdesk
https://success.workiva.com/explore/close-checklist
Budget Book for Government Reporting. Data Collection for Disclosures. Internal Audit and SOX. Controls Management for SOX. Risk Assessment for SOX. Real-time visibility for a faster, more transparent close. A Typical Wdesk Workflow. Tailor task list, schedule, and workflow of pre-built checklist to suit your process. Document desktop procedures directly inside the workbook. So they're accessible and transparent. Set due dates, and request supporting documents. Or regions to complete tasks. Create digita...
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Faster, more accurate strategic planning | Wdesk
https://success.workiva.com/explore/strategic-planning
Budget Book for Government Reporting. Data Collection for Disclosures. Internal Audit and SOX. Controls Management for SOX. Risk Assessment for SOX. Collaborate and share data across Finance, Accounting and Division Managers. Division Managers, Accounting and Sales Managers sync their current data into the FP&A team workbooks each period to automate the transfer of larges sets of data. FP&A team members collaborate to edit and finalize the Strategic Plan with a complete audit trail capturing every change.
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