New Articles

  1. How do I import data from PowerPoint?

    PowerPoint presentations can be converted in two ways: you can bring in a snapshot or picture of each slide and you can also bring in the plain text contained on each slide.  It is a common practice to use images to represent the data as it appears ...
  2. What are the requirements for XBRL, and what do the “levels” of tagging mean?

    The XBRL filing requirements are often referred to as “levels of tagging” due to the initial phase-in of XBRL for EDGAR. XBRL filers must complete all levels of tagging in the report and XBRL reports must contain all reported periods in the filer’s ...
  3. What do I do if my interactive data was removed from a Live filing?

    In the event that an XBRL report contains errors or is improperly formatted, the EDGAR System will truncate the filing. This will remove the interactive data from the filing to allow the non-XBRL portions of the filing to be accepted by the EDGAR Sy...
  4. How do I stop text from appearing to the left and/or right side of a table?

    If you see text to the left or right side of your table when viewing it in Page View or a web browser, the author of your source document may have used a text wrapping feature when the original document was created. In an application like Microsof...
  5. What are element templates and how can I use them?

    Element templates are files that you can create from XBRL reports that contain information about the elements used within that report. You can create an element template from one report and apply it to another to quickly map or “tag” the new report ...
  6. How do I create a namespace for my XBRL report?

    The namespace identifies the extended elements being used in the report as well as the data for the report. When using GoFiler Complete or GoXBRL, you do not need to know how to create a namespace. The application will create a namespace based on in...
  7. Does an XBRL report need to be posted on a corporate website?

    Yes.  As part of the SEC's ruling for interactive data disclosure, filers are required to post their financial statements in interactive data format on their corporate website the same day it was filed (or was required to be filed) to the SEC.  See ...
  8. What do I do when a standard element has no balance type?

    Almost all standard monetary elements in the US-GAAP taxonomy have a normal balance type of either credit or debit, depending on the accounting principal that element represents. It is rare to encounter an element that does not have a normal balance...
  9. How do I add a balance type for a custom element?

    Almost all standard monetary elements in the US-GAAP taxonomy have a normal balance type of either credit or debit, depending on the accounting principal that element represents. When creating a custom monetary element, it is a good idea to decide w...
  10. Understanding XBRL Calculations

    The balance type of an element is an inherent property set by US-GAAP. Elements usually have a default balance type assigned to them (debit or credit), according to the basic rule of double entry accounting. Assets and expenses have a normal balance...