Friday, September 21. 2018

LDC #103: Bringing Data Together

If you’ve ever needed to merge data files from different sources, you know how infuriating the process can be. Not all systems produce the same formats and sometimes fields don’t match properly. Instead of dealing with these issues manually in Excel or another spreadsheet program, let's use Legato.

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Posted by
David Theis
in Development at 15:35

Friday, September 14. 2018

LDC #102: Dialog Boxes Part V — Introduction to the Data Control

Sometimes it is desirable to display tables of information and allow user to edit the data on the sheet directly. Novaworks’ products employ a table data editing platform that in many ways operates like MS Excel™ and provides a high level of flexibility. It is used for XBRL editing, EDGAR Forms, and much more. In this article, I will introduce the data control.

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Posted by
Scott Theis
in Development at 15:39

Friday, September 07. 2018

LDC #101: Page Break Template Manager, Part 3

Last week, we added a modify dialog for our page break style manager, to let us rename and delete page break styles. This got us to a point where we have what I’d consider “minimal functionality” required to have a useful script, but let’s take it a step further, and add in a re-order function. It’s very useful to be able to shuffle the order around so you can have all styles, for a single client, grouped together. You don’t have to constantly search through a list anymore. While we’re at it, we can add in functionality to disable buttons if they are not applicable to our selection. For example, if we don’t have a selection, everything should be disabled. if we have the top list item selected, the move up button should be disabled, because we obviously can’t move the top item up even higher. The opposite applies to the bottom selection.


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Posted by
Steven Horowitz
in Development at 17:08

SEC to Release EDGAR 18.3

The Securities and Exchange Commission is planning to release EDGAR 18.3 in October 2018. The EDGAR Filer Manual (Volume II) will also be updated to Version 48 with this release. These changes will take effect on October 1 if approved (for non-rule based changes; see the SEC Final Rules posted here for rule-based changes and their implementation dates).

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Posted by
The Novaworks Team
in EDGAR News, SEC at 13:57

Friday, August 31. 2018

LDC #100: Page Break Template Manager, Part 2

Last week, we discussed how to add page breaks into the page break template with a Legato script. As useful as that is, without a way to delete them or rename them, the function isn’t really complete. To do that, we’re making a page break manager this week. This will give us a new menu option, “Modify Page Break Templates”, which lets us manage our stored page breaks.


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Posted by
Steven Horowitz
in Development at 17:48

Tuesday, August 28. 2018

SEC Fee Rate Advisory #1 for Fiscal Year 2019

The Securities and Exchange Commission announced that in fiscal year 2019 the fees that public companies and other issuers pay to register their securities with the Commission will be set at $121.20 per million dollars.

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Posted by
The Novaworks Team
in SEC at 14:15

Friday, August 24. 2018

LDC #99: Page Break Template Manager

This is a script I’ve wanted to write for a while, because it makes it significantly easier to use custom page breaks in GoFiler. For a long time, GoFiler has supported page break style templates, which let you save and customize a list of page headers and footers. Using this script, you’ll be able to add, remove, and edit entries in that template file without having to edit the HTML.


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Posted by
Steven Horowitz
in Development at 17:01

Wednesday, August 22. 2018

SEC Adopts Rule Amendments to Improve Municipal Securities Disclosure

On August 20th, the SEC adopted amendments to improve transparency in the municipal securities market by better informing investors about the current financial condition of issuers of municipal securities and obligated persons. These amendments concern Rule 15c2-12 of the Securities Exchange Act and focus on the material financial obligations that could influence an issuer’s liquidity, overall creditworthiness, or an existing security holder’s rights.

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Posted by
The Novaworks Team
in SEC at 12:10

Monday, August 20. 2018

SEC Adopts Amendments to Simplify and Update Disclosure Requirements

On August 17th, the SEC voted to approve amendments to certain disclosure requirements that have become duplicative, overlapping, or outdated. These changes were proposed in light of other disclosure requirements, modifications to US-GAAP, or developments in the information environment. The SEC is also referring to the Financial Accounting Standards Board (FASB) particular disclosure requirements that overlap with but require information incremental to GAAP. These requirements will be considered for incorporation into US GAAP.

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Posted by
The Novaworks Team
in FASB News, IFRS Taxonomy, SEC, US GAAP Taxonomy at 17:46

Friday, August 17. 2018

LDC #98: Conditionals, If You Want Me To

Language directives allow you to change the code the programming language sees when it runs. We’ve talked a little bit about directives before, but today I will take a look at a subset of directives: conditionals. Conditionals allow a programmer to add or remove sections of code based on the existence of other directives. This means that it’s easy to build larger suites of code while allowing sections of code to be taken out without causing errors during runtime.


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Posted by
Joshua Kwiatkowski
in Development at 17:40

Friday, August 10. 2018

LDC #97: Creating a Filing Calendar

Everyone in the EDGAR industry has experienced the customer who wants to know what the filing deadline is. For most companies the deadlines are easily found using a search engine. But what happens when your customer has an unusual fiscal year end? You can scramble to figure it out or you can just plug numbers into this week’s blog script does all the date calculations for you.

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Posted by
David Theis
in Development at 14:37

Friday, August 03. 2018

LDC #96: Data Compression - Part I

Various forms of data compression are employed all over the computing world. In many instances, you may need to read compressed data or create your own. This article is the first in a series about data compression and the tools available within Legato. We will start with an overview and then dive into the ubiquitous zip method by creating a little program to zip a project.


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Posted by
Scott Theis
in Development at 14:40

Wednesday, August 01. 2018

SEC Proposes Rules to Simplify and Streamline Disclosures in Certain Registered Debt Offerings

The SEC proposed rule amendments on July 24th to simplify and streamline the financial disclosure requirements applicable to registered debt offerings. These debt offerings are for guarantors and issuers of guaranteed securities, as well as for affiliates whose securities collateralize a registrant’s securities. The proposed amendments pertain to Rules 3-10 and 3-16 of Regulation S-X.

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Posted by
The Novaworks Team
in SEC at 09:55

Monday, July 30. 2018

SEC Adopts Rules to Enhance Transparency and Oversight of Alternative Trading Systems

On July 18th, the SEC announced it will adopt amendments to Regulation ATS to enhance operational transparency and regulatory oversight of alternative trading systems (ATSs). This pertains to such systems that trade stocks listed on a national securities exchange (NMS Stock ATSs).

Continue reading "SEC Adopts Rules to Enhance Transparency and..." »
Posted by
The Novaworks Team
in EDGAR News, SEC at 14:35

Friday, July 27. 2018

LDC #95: Endnote to Footnote Mapper

This week, we’re going to take a closer look at a script that’s been in GoFiler for a while as a base script, but has been through several revisions. This script, the Endnotes to Footnotes converter, takes endnotes in an HTML file and moves them to the appropriate page in the HTML file. These endnotes are common if you have a Word file that has been converted to HTML, that had footnotes in it. They are often converted as endnotes, and putting them back where they belong can be annoying if you have to do it manually.


Continue reading "LDC #95: Endnote to Footnote Mapper" »
Posted by
Steven Horowitz
in Development at 17:40
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