The admin workspace opens on the first community by account number. Use the left rail to switch communities or move between Community, Finance, and Help.

Start with a verified email. Enter your name and email, then use the code sent to that address. After verification, choose whether you have an invitation, are joining an existing community, or are creating a new one.

A new community is submitted as a request. No tenant database is created until an OurRidge administrator approves it. Approval creates the database, chart of accounts, and initial declared-unit declaration; the community starts in Setup.

Create an account.

A newly approved community opens in Setup. The checklist tracks the profile, units, owners, opening balances, billing rates, and reconciliation. Close it at any time; the banner reopens it.

Add units from Units → Add unit, then assign owners from the unit detail page. Opening balances are posted from Accounting → Opening balances; the form calculates the operating equity plug. Activation is blocked until units, owners, an opening journal entry, billing rates, and a passing reconciliation exist.

Owners and Admins manage the management-company team. Each person can hold more than one role; permissions are the union. Owner is the only protected role, and the organization must keep at least one Owner.

Roles are Owner, Admin, Manager, Accountant, and Viewer. Owner and Admin see every community; Manager, Accountant, and Viewer only see communities assigned to them in the team table.

Returning users do not need a password. Enter the email you signed up with, request a code, and enter the code from your inbox. The same email-code path is used after a community is approved.

The demo is a separate, seeded environment with two communities: Sunnyvale HOA and Cedar Park Co-op. It requires no account and is safe to explore. It uses synthetic data and is periodically reset.

Open the demo.

The left rail is organized in two layers: communities at the top, then the selected community’s sections — Overview, People, Community settings, Accounting, Billing, and Reporting.

• Overview — the community dashboard and quick links.
• People — owners and occupants, primary contacts, and ownership/occupancy history.
• Accounting — overview, chart of accounts, journal entries, trial balance, and general ledger.
• Billing — assessment runs, charges, payments, and receivables.

A unit has a free-form label such as 101, A-101, or 242C. Ownership and occupancy are separate histories:

• Owner — can be an individual or entity, with a primary owner and ownership percentage.
• Occupant — owner-occupied, tenant, or other, with a primary occupant.
• History — ending an ownership or occupancy closes the date range rather than deleting it.

One owner and one occupant can be marked primary. Multiple owners and occupants can exist at the same time. The unit page shows current relationships and the ledger.

A billing run creates one assessment charge per unit and posts the matching journal entry: debit Assessments Receivable, credit Regular Assessments. A payment posts cash and reduces the receivable.

The unit ledger shows charges, payments, and running balance. The accounting overview shows billed, collected, outstanding, collection rate, aging, and top delinquent units.

Applying a rate increase only changes the future rate schedule. It does not create charges, receivables, income, journal entries, or unit balances.

Preview uses the rate effective on the first of the month. A posted run uses the rate effective on the due date. Posted runs are never changed by a later rate change or undo.

The chart is a tree. Headers are non-postable roll-up accounts. Postable leaves are where journal entries land. Every account is also tagged Operating or Reserve.

Use Add account to create a postable account under a header, or choose Kind: Header to create a new header at the top level or directly under a top-level header. Header codes use 10-step blocks; children use the 1–9 space. The maximum depth is three levels.

Community settings is the setup surface: profile, address, community type, fiscal year, timezone, currency, and declared units. The Overview is read-only.

Declared units are effective-dated. Adding a phase records a new declaration; future declarations do not change today’s count until their effective date. Recorded units are calculated from unit records. Both are shown so a variance is visible.

The cash flow statement uses the direct method: beginning cash, operating receipts and payments, reserve activity, investing, financing, transfers, and ending cash. Beginning plus net change must equal ending cash.

It reconciles to the cash accounts (1010, 1020, 1030, 1510, 1520). Use the period selector to change the range.

Reconciliation is a read-only proof report. It checks the trial balance, AR subledger, billing run totals, individual journal balance, header postings, over-applied payments, the accounting equation, and the Operating and Reserve fund equations.

The income statement covers a period: income, expenses, and net income, split by Operating/Reserve. Closing entries are excluded, so a closed year still shows its original activity for the selected period.

The balance sheet is as of a date: assets, liabilities, equity, and current-year earnings. If the year is closed, earnings are already in fund balance and current earnings show zero.

The ledger is account-centric: pick a postable account and a period, and see the opening balance, every posting, a running balance, and the closing balance. Each line links back to its journal entry.

Headers are excluded because they don’t hold postings; choose one of their children. Inactive accounts remain available for history. The page shows 50 lines at a time.

The journal form supports any number of lines. Add or remove rows, enter debits and credits, and watch the live difference. A manual entry must balance before it can post.

Each entry has a source (manual, assessment, payment, expense, depreciation, ourridge, opening, closing, reversal). The list shows 20 entries per page; use the period selector and Previous/Next to move through history.

Open View entry → to see the detail, audit history, and the Reverse entry action. Reversal posts the opposite lines and links the two entries. Manual entries can be reversed; system entries and closing entries cannot be reversed from here.

Close Year is restricted to internal staff. Prospects and regular admins see the already-closed books but do not get the action. The operation is a controlled sequence:

1. Preview the year: income, expenses, net, and every account that will close.
2. Close: post closing entries by fund and lock the period.
3. Reopen: remove the closing entries, unlock the period, make corrections, and close again.

Once a year is closed, ordinary journal entries into that year are rejected. Reopen is blocked if a later year is still closed. The demo has 2024 and 2025 closed; 2026 is open.

On accounts, Header means non-postable, Reserve is the reserve fund, Inactive is hidden from new entries, Seeded is a standard account that cannot be deleted, and Admin-created is editable/deletable under the rules.